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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 | $166,020+381.0% | $164,866+384.4% | $145,959+447.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.41% | 100.08%-90.7pp | 69.97%-60.6pp | 561.95%-552.5pp |
| Employer contribution / active EE | $43,411 | $5,275+723.0% | $4,343+899.6% | $4,661+831.4% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $55,632 | $16,644+234.2% | $12,689+338.4% | $13,398+315.2% |