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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 | $866,304 | $115,917+647.3% | $100,535+761.7% | $158,982+444.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 26.45% | 34.80%-8.3pp | 30.90%-4.4pp | 302.99%-276.5pp |
| Employer contribution / active EE | $39,009 | $4,105+850.2% | $3,419+1041.1% | $4,763+719.0% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,938 | $11,002-27.9% | $8,085-1.8% | $11,252-29.5% |