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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 | $496,098 | $227,399+118.2% | $189,758+161.4% | $198,609+149.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 4.67% | 61.03%-56.4pp | 52.62%-47.9pp | 202.70%-198.0pp |
| Employer contribution / active EE | $69,160 | $5,526+1151.5% | $4,767+1350.9% | $5,055+1268.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $33,065 | $25,162+31.4% | $20,388+62.2% | $19,030+73.7% |