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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 | $833,811 | $99,995+733.9% | $85,063+880.2% | $145,978+471.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.60% | 83.99%-69.4pp | 66.54%-51.9pp | 550.52%-535.9pp |
| Employer contribution / active EE | $20,000 | $3,231+519.0% | $2,727+633.4% | $4,662+329.0% |
| Participant deferral / active EE | $0 | $5,295-100.0% | $4,523-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,193 | $7,255-28.4% | $6,155-15.6% | $13,400-61.2% |