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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 | $697,820 | $201,344+246.6% | $184,243+278.7% | $145,877+378.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.04% | 29.01%-15.0pp | 28.82%-14.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $70,145 | $7,022+898.9% | $6,427+991.4% | $4,663+1404.3% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,614,781 | $16,382+21965.7% | $13,914+25880.1% | $13,402+26871.6% |