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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 | $810,471 | $226,135+258.4% | $182,558+344.0% | $152,909+430.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 15.56% | 192.60%-177.0pp | 148.59%-133.0pp | 345.46%-329.9pp |
| Employer contribution / active EE | $19,309 | $4,979+287.8% | $4,076+373.7% | $4,764+305.3% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $70,414 | $10,707+557.6% | $8,594+719.3% | $11,601+507.0% |