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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 | $781,302 | $167,030+367.8% | $135,768+475.5% | $155,188+403.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.46% | 678.39%-663.9pp | 526.10%-511.6pp | 148.84%-134.4pp |
| Employer contribution / active EE | $32,500 | $4,132+686.5% | $3,394+857.6% | $4,248+665.1% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $80,491 | $8,172+885.0% | $7,048+1042.0% | $14,480+455.9% |