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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 | $946,397 | $227,597+315.8% | $189,575+399.2% | $167,536+464.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.95% | 78.44%-65.5pp | 64.19%-51.2pp | 478.82%-465.9pp |
| Employer contribution / active EE | $26,001 | $5,316+389.1% | $4,412+489.3% | $4,839+437.3% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $29,102 | $11,877+145.0% | $9,806+196.8% | $12,315+136.3% |