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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 | $585,645 | $185,199+216.2% | $142,874+309.9% | $167,518+249.6% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 10.80% | 8556.90%-8546.1pp | 5638.58%-5627.8pp | 478.71%-467.9pp |
| Employer contribution / active EE | $30,262 | $5,606+439.8% | $4,145+630.1% | $4,838+525.4% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,242 | $8,031-9.8% | $6,561+10.4% | $12,312-41.2% |