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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 | $711,699 | $124,330+472.4% | $109,173+551.9% | $167,536+324.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.16% | 26.04%-7.9pp | 25.75%-7.6pp | 478.82%-460.7pp |
| Employer contribution / active EE | $22,509 | $4,209+434.8% | $3,723+504.6% | $4,839+365.1% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $12,101 | $7,974+51.8% | $6,755+79.1% | $12,315-1.7% |