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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 | $589,518 | $117,859+400.2% | $102,438+475.5% | $145,959+303.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 28.56% | 31.72%-3.2pp | 29.37%-0.8pp | 561.95%-533.4pp |
| Employer contribution / active EE | $14,543 | $3,615+302.3% | $3,024+381.0% | $4,661+212.0% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $63,973 | $13,318+380.4% | $9,448+577.1% | $13,398+377.5% |