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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 | $655,495 | $85,171+669.6% | $172,752+279.4% | $72,975+798.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.07% | 27.32%-9.3pp | 802.97%-784.9pp | 81.01%-62.9pp |
| Employer contribution / active EE | $45,628 | $3,324+1272.7% | $5,144+787.0% | $2,440+1769.9% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $68,446 | $5,880+1064.0% | $13,955+390.5% | $5,124+1235.8% |