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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 | $537,388 | $134,817+298.6% | $123,973+333.5% | $155,188+246.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.27% | 515.49%-500.2pp | 388.13%-372.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $22,943 | $4,425+418.5% | $4,126+456.1% | $4,248+440.1% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $699 | $13,245-94.7% | $11,799-94.1% | $14,480-95.2% |