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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 | $773,284 | $91,167+748.2% | $178,498+333.2% | $79,858+868.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.32% | 24.19%-7.9pp | 151.09%-134.8pp | 31.72%-15.4pp |
| Employer contribution / active EE | $44,847 | $3,255+1277.7% | $5,011+795.0% | $2,471+1715.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $35,765 | $6,747+430.1% | $13,985+155.7% | $5,306+574.1% |