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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 | $417,570 | $100,279+316.4% | $81,353+413.3% | $145,884+186.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.13% | 34.49%-13.4pp | 24.82%-3.7pp | 551.85%-530.7pp |
| Employer contribution / active EE | $25,751 | $2,979+764.4% | $2,464+945.1% | $4,662+452.3% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,016 | $8,206-87.6% | $5,766-82.4% | $13,392-92.4% |