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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 | $877,491 | $166,089+428.3% | $164,928+432.0% | $145,978+501.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.40% | 100.26%-82.9pp | 70.08%-52.7pp | 550.52%-533.1pp |
| Employer contribution / active EE | $10,092 | $5,276+91.3% | $4,343+132.4% | $4,662+116.5% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $64,527 | $16,641+287.8% | $12,684+408.7% | $13,400+381.5% |