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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 | $496,137 | $98,766+402.3% | $149,730+231.4% | $79,852+521.3% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 16.46% | 27.43%-11.0pp | 276.70%-260.2pp | 31.72%-15.3pp |
| Employer contribution / active EE | $25,930 | $3,217+706.1% | $4,645+458.2% | $2,471+949.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,960 | $6,052-67.6% | $9,310-78.9% | $5,306-63.1% |