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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $836,798 | $99,921+737.5% | $85,009+884.4% | $145,959+473.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 21.88% | 83.89%-62.0pp | 66.47%-44.6pp | 561.95%-540.1pp |
| Employer contribution / active EE | $10,183 | $3,233+215.0% | $2,728+273.2% | $4,661+118.5% |
| Participant deferral / active EE | $0 | $5,293-100.0% | $4,522-100.0% | $6,689-100.0% |
| Admin fee / account holder | $31,769 | $7,252+338.1% | $6,153+416.4% | $13,398+137.1% |