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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 | $971,766 | $157,304+517.8% | $141,197+588.2% | $152,909+535.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.04% | 64.34%-46.3pp | 71.41%-53.4pp | 345.46%-327.4pp |
| Employer contribution / active EE | $4,639 | $5,263-11.9% | $4,736-2.1% | $4,764-2.6% |
| Participant deferral / active EE | $118 | $7,111-98.3% | $6,710-98.2% | $5,851-98.0% |
| Admin fee / account holder | $3,802 | $12,126-68.6% | $10,265-63.0% | $11,601-67.2% |