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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 | $862,526 | $295,923+191.5% | $239,403+260.3% | $382,429+125.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.2%+17.8pp | 87.7%+12.3pp |
| Annual return | 14.68% | 1.75%+12.9pp | 3.34%+11.3pp | 248.85%-234.2pp |
| Employer contribution / active EE | $16,667 | $5,859+184.5% | $4,656+258.0% | $8,036+107.4% |
| Participant deferral / active EE | $0 | $4,814-100.0% | $4,239-100.0% | $5,727-100.0% |
| Admin fee / account holder | $126,064 | $26,025+384.4% | $21,121+496.9% | $30,732+310.2% |