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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 | $581,414 | $183,539+216.8% | $155,556+273.8% | $145,897+298.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.01% | 61.31%-49.3pp | 64.84%-52.8pp | 552.29%-540.3pp |
| Employer contribution / active EE | $24,893 | $5,315+368.3% | $4,675+432.4% | $4,663+433.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $37,573 | $19,275+94.9% | $15,885+136.5% | $13,390+180.6% |