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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 | $635,612 | $227,541+179.3% | $189,544+235.3% | $167,497+279.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.42% | 78.42%-69.0pp | 64.18%-54.8pp | 478.62%-469.2pp |
| Employer contribution / active EE | $17,785 | $5,314+234.7% | $4,411+303.2% | $4,838+267.6% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,341-100.0% |
| Admin fee / account holder | $44,373 | $11,879+273.6% | $9,808+352.4% | $12,310+260.5% |