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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 | $662,420 | $110,337+500.4% | $102,383+547.0% | $145,877+354.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.07% | 24.83%-13.8pp | 24.94%-13.9pp | 551.28%-540.2pp |
| Employer contribution / active EE | $35,772 | $4,216+748.5% | $3,870+824.3% | $4,663+667.2% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,727 | $9,750-72.0% | $8,391-67.5% | $13,402-79.7% |