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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 | $682,503 | $124,346+448.9% | $111,306+513.2% | $167,553+307.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.75% | 37.46%-22.7pp | 54.67%-39.9pp | 478.89%-464.1pp |
| Employer contribution / active EE | $7,895 | $3,438+129.7% | $2,732+189.0% | $4,840+63.1% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $5,517 | $10,623-48.1% | $7,966-30.7% | $12,316-55.2% |