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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 | $650,715 | $166,020+292.0% | $164,866+294.7% | $145,959+345.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.41% | 100.08%-84.7pp | 69.97%-54.6pp | 561.95%-546.5pp |
| Employer contribution / active EE | $11,111 | $5,275+110.7% | $4,343+155.9% | $4,661+138.4% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10,205 | $16,644-38.7% | $12,689-19.6% | $13,398-23.8% |