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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 | $766,912 | $77,638+887.8% | $156,551+389.9% | $62,881+1119.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.18% | 50.33%-40.1pp | 32.23%-22.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $41,822 | $3,444+1114.4% | $5,501+660.2% | $2,281+1733.6% |
| Participant deferral / active EE | $173 | $3,046-94.3% | $4,871-96.4% | $3,203-94.6% |
| Admin fee / account holder | $4,241 | $5,561-23.7% | $13,028-67.4% | $4,296-1.3% |