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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 | $711,981 | $116,203+512.7% | $93,621+660.5% | $152,909+365.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 21.82% | 35.96%-14.1pp | 32.76%-10.9pp | 345.46%-323.6pp |
| Employer contribution / active EE | $19,286 | $3,219+499.1% | $2,719+609.4% | $4,764+304.8% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,823 | $10,751+19.3% | $7,890+62.5% | $11,601+10.5% |