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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 | $727,053 | $208,088+249.4% | $186,193+290.5% | $154,746+369.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 21.46% | 89.97%-68.5pp | 78.03%-56.6pp | 172.34%-150.9pp |
| Employer contribution / active EE | $25,517 | $4,340+488.0% | $3,918+551.2% | $4,379+482.7% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $24,214 | $11,698+107.0% | $11,058+119.0% | $14,365+68.6% |