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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 | $994,735 | $162,529+512.0% | $130,788+660.6% | $154,746+542.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 8.36% | 510.48%-502.1pp | 386.44%-378.1pp | 172.34%-164.0pp |
| Employer contribution / active EE | $35,836 | $4,447+705.8% | $3,558+907.2% | $4,379+718.3% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11,472 | $7,669+49.6% | $6,673+71.9% | $14,365-20.1% |