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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 | $592,670 | $95,188+522.6% | $76,518+674.5% | $135,380+337.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 7.90% | 4.85%+3.0pp | -0.27%+8.2pp | 519.81%-511.9pp |
| Employer contribution / active EE | $37,890 | $3,303+1047.3% | $2,647+1331.3% | $4,779+692.9% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $193,527 | $6,249+2996.9% | $4,849+3891.5% | $10,828+1687.3% |