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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 | $798,597 | $166,268+380.3% | $165,100+383.7% | $145,897+447.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.41% | 100.52%-91.1pp | 70.21%-60.8pp | 552.29%-542.9pp |
| Employer contribution / active EE | $43,411 | $5,284+721.6% | $4,348+898.4% | $4,663+831.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $55,632 | $16,659+233.9% | $12,696+338.2% | $13,390+315.5% |