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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 | $610,712 | $154,193+296.1% | $130,045+369.6% | $139,466+337.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.11% | 32.51%-21.4pp | -137.30%+148.4pp | 373.66%-362.6pp |
| Employer contribution / active EE | $31,651 | $5,292+498.1% | $4,321+632.4% | $4,754+565.8% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,390 | $13,989-54.3% | $10,600-39.7% | $11,409-44.0% |