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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 | $761,836 | $110,379+590.2% | $102,412+643.9% | $145,884+422.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 28.61% | 24.84%+3.8pp | 24.94%+3.7pp | 551.85%-523.2pp |
| Employer contribution / active EE | $21,142 | $4,216+401.4% | $3,870+446.3% | $4,662+353.5% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $12,344 | $9,745+26.7% | $8,388+47.2% | $13,392-7.8% |