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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 | $110,039+518.6% | $97,260+599.9% | $145,884+366.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.01% | 244.44%-233.4pp | 75.54%-64.5pp | 551.85%-540.8pp |
| Employer contribution / active EE | $15,615 | $3,074+407.9% | $2,721+473.8% | $4,662+234.9% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,482 | $6,204+4.5% | $5,640+14.9% | $13,392-51.6% |