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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 | $720,362 | $157,276+358.0% | $141,177+410.3% | $152,885+371.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.09% | 64.33%-45.2pp | 71.40%-52.3pp | 345.39%-326.3pp |
| Employer contribution / active EE | $31,208 | $5,262+493.1% | $4,736+559.0% | $4,763+555.2% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $31,658 | $12,123+161.1% | $10,263+208.5% | $11,598+173.0% |