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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 | $791,100 | $100,060+690.6% | $149,721+428.4% | $70,126+1028.1% |
| Participation rate | 98.1% | 83.6%+14.6pp | 87.1%+11.1pp | 69.5%+28.6pp |
| Annual return | 15.86% | 27.46%-11.6pp | 1501.67%-1485.8pp | 73.15%-57.3pp |
| Employer contribution / active EE | $43,843 | $3,661+1097.6% | $5,444+705.3% | $2,343+1771.6% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $72,333 | $8,285+773.0% | $11,282+541.1% | $4,645+1457.1% |