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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 | $643,205 | $183,978+249.6% | $162,171+296.6% | $152,885+320.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.20% | 150.78%-129.6pp | 115.60%-94.4pp | 345.39%-324.2pp |
| Employer contribution / active EE | $30,574 | $6,370+380.0% | $5,613+444.7% | $4,763+541.9% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $38,825 | $13,122+195.9% | $10,843+258.1% | $11,598+234.8% |