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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 | $636,908 | $116,203+448.1% | $93,621+580.3% | $152,909+316.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 13.08% | 35.96%-22.9pp | 32.76%-19.7pp | 345.46%-332.4pp |
| Employer contribution / active EE | $18,425 | $3,219+472.4% | $2,719+577.7% | $4,764+286.8% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $18,076 | $10,751+68.1% | $7,890+129.1% | $11,601+55.8% |