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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 | $738,925 | $98,463+650.5% | $119,237+519.7% | $85,851+760.7% |
| Participation rate | 80.6% | 77.6%+3.0pp | 82.7%-2.1pp | 69.3%+11.3pp |
| Annual return | 22.93% | 38.53%-15.6pp | 30.70%-7.8pp | 318.63%-295.7pp |
| Employer contribution / active EE | $29,811 | $3,698+706.2% | $4,383+580.1% | $2,565+1062.0% |
| Participant deferral / active EE | $0 | $4,942-100.0% | $6,112-100.0% | $3,952-100.0% |
| Admin fee / account holder | $71,682 | $7,493+856.6% | $7,229+891.6% | $6,261+1044.9% |