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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 | $648,974 | $117,829+450.8% | $102,423+533.6% | $145,877+344.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.83% | 31.83%-21.0pp | 29.42%-18.6pp | 551.28%-540.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,200 | $5,732-79.1% | $5,054-76.3% | $6,691-82.1% |
| Admin fee / account holder | $15,343 | $13,335+15.1% | $9,455+62.3% | $13,402+14.5% |