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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 | $782,584 | $81,358+861.9% | $155,556+403.1% | $80,959+866.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.93% | 33.39%-21.5pp | 64.84%-52.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $48,585 | $3,106+1464.0% | $4,675+939.1% | $2,757+1662.1% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $67,450 | $7,994+743.8% | $15,885+324.6% | $6,925+874.0% |