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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 | $990,482 | $55,889+1672.2% | $76,119+1201.2% | $80,935+1123.8% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 17.97% | 20.58%-2.6pp | 361.25%-343.3pp | 35.66%-17.7pp |
| Employer contribution / active EE | $4,931 | $1,866+164.2% | $2,693+83.1% | $2,757+78.9% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $36,167 | $5,241+590.0% | $6,421+463.2% | $6,924+422.3% |