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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 | $808,418 | $99,652+711.2% | $78,778+926.2% | $147,586+447.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.81% | 47.28%-34.5pp | 35.62%-22.8pp | 578.59%-565.8pp |
| Employer contribution / active EE | $20,098 | $2,796+618.9% | $1,986+912.2% | $4,876+312.1% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,898 | $7,155+52.3% | $5,134+112.3% | $10,886+0.1% |