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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 | $844,605 | $147,556+472.4% | $129,031+554.6% | $198,609+325.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 11.66% | 37.41%-25.7pp | 34.67%-23.0pp | 202.70%-191.0pp |
| Employer contribution / active EE | $57,300 | $3,645+1472.1% | $3,226+1676.2% | $5,055+1033.4% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,324 | $15,467-78.5% | $13,208-74.8% | $19,030-82.5% |