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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 | $577,739 | $102,385+464.3% | $147,080+292.8% | $80,935+613.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 22.54% | 135.09%-112.6pp | 420.17%-397.6pp | 35.66%-13.1pp |
| Employer contribution / active EE | $7,979 | $3,717+114.7% | $4,933+61.7% | $2,757+189.5% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,694 | $7,951+9.3% | $12,989-33.1% | $6,924+25.6% |