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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 | $599,152 | $110,303+443.2% | $95,759+525.7% | $139,487+329.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.31% | 27.19%-11.9pp | 28.42%-13.1pp | 373.84%-358.5pp |
| Employer contribution / active EE | $15,615 | $3,261+378.9% | $2,836+450.5% | $4,755+228.4% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,338 | $6,615-19.3% | $5,678-6.0% | $11,407-53.2% |