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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 | $551,347 | $101,063+445.5% | $81,473+576.7% | $147,586+273.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 10.13% | 32.41%-22.3pp | 38.78%-28.7pp | 578.59%-568.5pp |
| Employer contribution / active EE | $35,536 | $3,206+1008.6% | $2,568+1283.8% | $4,876+628.7% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,492 | $5,812-57.1% | $4,561-45.4% | $10,886-77.1% |