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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 | $616,408 | $107,030+475.9% | $73,550+738.1% | $147,586+317.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 17.19% | 38.25%-21.1pp | -15.16%+32.4pp | 578.59%-561.4pp |
| Employer contribution / active EE | $34,335 | $1,760+1850.4% | $1,219+2716.3% | $4,876+604.1% |
| Participant deferral / active EE | $0 | $2,458-100.0% | $1,804-100.0% | $5,439-100.0% |
| Admin fee / account holder | $23,213 | $3,055+659.8% | $2,320+900.7% | $10,886+113.2% |