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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 | $824,739 | $158,852+419.2% | $121,220+580.4% | $135,379+509.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 2.38% | -0.64%+3.0pp | 16.94%-14.6pp | 519.79%-517.4pp |
| Employer contribution / active EE | $55,000 | $5,666+870.7% | $4,023+1267.3% | $4,779+1050.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $44,641 | $6,515+585.3% | $5,021+789.1% | $10,828+312.3% |