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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 | $489,508 | $97,729+400.9% | $83,830+483.9% | $135,379+261.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 7.34% | 1287.52%-1280.2pp | 850.97%-843.6pp | 519.79%-512.4pp |
| Employer contribution / active EE | $28,022 | $4,222+563.7% | $3,631+671.7% | $4,779+486.4% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,995 | $6,674-55.1% | $5,479-45.3% | $10,828-72.3% |