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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 | $744,244 | $154,228+382.6% | $145,433+411.7% | $137,256+442.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.25% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $18,745 | $4,804+290.2% | $4,554+311.6% | $4,156+351.0% |
| Participant deferral / active EE | $194 | $8,216-97.6% | $7,897-97.5% | $6,407-97.0% |
| Admin fee / account holder | $29,037 | $14,344+102.4% | $13,129+121.2% | $12,270+136.6% |