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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 | $662,522 | $157,304+321.2% | $141,197+369.2% | $152,909+333.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.68% | 64.34%-47.7pp | 71.41%-54.7pp | 345.46%-328.8pp |
| Employer contribution / active EE | $30,000 | $5,263+470.1% | $4,736+533.4% | $4,764+529.7% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $44,475 | $12,126+266.8% | $10,265+333.3% | $11,601+283.4% |