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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 | $707,396 | $96,508+633.0% | $75,901+832.0% | $152,897+362.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 19.84% | 33.99%-14.1pp | 30.76%-10.9pp | 345.43%-325.6pp |
| Employer contribution / active EE | $7,215 | $3,310+118.0% | $2,501+188.5% | $4,764+51.5% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,676 | $8,081+7.4% | $5,420+60.1% | $11,599-25.2% |