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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 | $643,422 | $94,529+580.7% | $140,019+359.5% | $64,173+902.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 6.02% | 7.77%-1.8pp | 651.17%-645.2pp | 7.63%-1.6pp |
| Employer contribution / active EE | $42,487 | $3,812+1014.4% | $5,605+658.0% | $2,381+1684.5% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,374 | $6,741+39.1% | $10,705-12.4% | $4,887+91.8% |