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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 | $623,297 | $176,402+253.3% | $134,155+364.6% | $158,950+292.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 35.91% | 63.66%-27.7pp | 36.34%-0.4pp | 302.91%-267.0pp |
| Employer contribution / active EE | $52,375 | $5,042+938.7% | $3,705+1313.8% | $4,762+999.9% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,689 | $8,719-57.7% | $6,685-44.8% | $11,248-67.2% |