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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 | $572,930 | $127,298+350.1% | $109,916+421.2% | $167,553+241.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.34% | 22.97%-9.6pp | 29.46%-16.1pp | 478.89%-465.6pp |
| Employer contribution / active EE | $16,414 | $3,325+393.7% | $2,844+477.1% | $4,840+239.2% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,343-100.0% |
| Admin fee / account holder | $5,203 | $7,119-26.9% | $6,069-14.3% | $12,316-57.8% |