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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 | $687,201 | $157,296+336.9% | $141,191+386.7% | $152,897+349.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.98% | 64.34%-42.4pp | 71.41%-49.4pp | 345.43%-323.4pp |
| Employer contribution / active EE | $2,700 | $5,262-48.7% | $4,736-43.0% | $4,764-43.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $22,397 | $12,125+84.7% | $10,264+118.2% | $11,599+93.1% |