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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 | $692,129 | $176,794+291.5% | $146,647+372.0% | $167,553+313.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.72% | 24.04%-14.3pp | 22.75%-13.0pp | 478.89%-469.2pp |
| Employer contribution / active EE | $35,714 | $5,161+592.0% | $4,137+763.3% | $4,840+638.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,678 | $13,262-72.3% | $10,281-64.2% | $12,316-70.1% |