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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 | $671,929 | $99,875+572.8% | $146,866+357.5% | $86,983+672.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.73% | 28.10%-6.4pp | 102.85%-81.1pp | 25.83%-4.1pp |
| Employer contribution / active EE | $556 | $3,224-82.8% | $4,425-87.4% | $2,584-78.5% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $16,140 | $7,838+105.9% | $13,620+18.5% | $7,856+105.5% |