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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 | $806,182 | $174,379+362.3% | $152,093+430.1% | $138,895+480.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.23% | 74.86%-60.6pp | 66.36%-52.1pp | 145.39%-131.2pp |
| Employer contribution / active EE | $10,955 | $4,652+135.5% | $4,175+162.4% | $4,194+161.2% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,181 | $16,880-63.4% | $14,497-57.4% | $12,562-50.8% |