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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 | $664,166 | $162,136+309.6% | $152,301+336.1% | $154,746+329.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.75% | 91.02%-79.3pp | 80.50%-68.7pp | 172.34%-160.6pp |
| Employer contribution / active EE | $15,522 | $4,890+217.4% | $4,624+235.6% | $4,379+254.5% |
| Participant deferral / active EE | $1,404 | $8,341-83.2% | $8,004-82.5% | $6,730-79.1% |
| Admin fee / account holder | $24,074 | $15,759+52.8% | $14,398+67.2% | $14,365+67.6% |