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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 | $680,717 | $109,967+519.0% | $97,197+600.3% | $145,877+366.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.01% | 244.27%-233.3pp | 75.47%-64.5pp | 551.28%-540.3pp |
| Employer contribution / active EE | $15,615 | $3,077+407.5% | $2,723+473.5% | $4,663+234.9% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,482 | $6,199+4.6% | $5,637+15.0% | $13,402-51.6% |