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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 | $550,665 | $98,240+460.5% | $82,312+569.0% | $147,586+273.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.35% | 30.85%-14.5pp | 25.88%-9.5pp | 578.59%-562.2pp |
| Employer contribution / active EE | $20,556 | $3,192+544.0% | $2,428+746.5% | $4,876+321.5% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $49,188 | $8,563+474.4% | $5,608+777.1% | $10,886+351.9% |