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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 | $495,038 | $100,901+390.6% | $75,501+555.7% | $147,586+235.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 10.68% | 35.78%-25.1pp | 27.35%-16.7pp | 578.59%-567.9pp |
| Employer contribution / active EE | $16,779 | $3,253+415.7% | $2,352+613.4% | $4,876+244.1% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $121,692 | $11,285+978.3% | $5,801+1997.9% | $10,886+1017.9% |