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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 | $763,726 | $174,379+338.0% | $152,093+402.1% | $138,895+449.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 0.00% | 74.86%-74.9pp | 66.36%-66.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $6,032 | $4,652+29.7% | $4,175+44.5% | $4,194+43.8% |
| Participant deferral / active EE | $412 | $6,159-93.3% | $5,451-92.4% | $6,396-93.6% |
| Admin fee / account holder | $9,824 | $16,880-41.8% | $14,497-32.2% | $12,562-21.8% |