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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 | $633,860 | $95,580+563.2% | $76,872+724.6% | $139,466+354.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.12% | 55.00%-34.9pp | 37.90%-17.8pp | 373.66%-353.5pp |
| Employer contribution / active EE | $33,656 | $3,145+970.1% | $2,533+1228.5% | $4,754+608.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,570 | $8,302-69.0% | $5,476-53.1% | $11,409-77.5% |