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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 | $717,870 | $108,912+559.1% | $100,383+615.1% | $145,959+391.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.44% | 57.96%-47.5pp | 49.26%-38.8pp | 561.95%-551.5pp |
| Employer contribution / active EE | $60,865 | $4,423+1276.2% | $3,944+1443.3% | $4,661+1205.9% |
| Participant deferral / active EE | $0 | $8,451-100.0% | $8,086-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,468 | $9,690-53.9% | $7,900-43.4% | $13,398-66.7% |