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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 | $1,369,480 | $105,856+1193.7% | $90,161+1418.9% | $147,586+827.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 26.50% | 37.63%-11.1pp | 34.89%-8.4pp | 578.59%-552.1pp |
| Employer contribution / active EE | $2,233 | $4,126-45.9% | $3,318-32.7% | $4,876-54.2% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $43,676 | $8,046+442.8% | $5,943+634.9% | $10,886+301.2% |