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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 | $626,037 | $196,972+217.8% | $182,262+243.5% | $198,609+215.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.68% | 158.27%-147.6pp | 140.60%-129.9pp | 202.70%-192.0pp |
| Employer contribution / active EE | $15,000 | $5,364+179.7% | $5,046+197.3% | $5,055+196.7% |
| Participant deferral / active EE | $1,226 | $8,643-85.8% | $8,276-85.2% | $6,977-82.4% |
| Admin fee / account holder | $150,906 | $18,429+718.9% | $16,712+803.0% | $19,030+693.0% |