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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 | $948,372 | $148,623+538.1% | $135,974+597.5% | $139,466+580.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.80% | 79.30%-64.5pp | 68.30%-53.5pp | 373.66%-358.9pp |
| Employer contribution / active EE | $30,337 | $5,246+478.2% | $4,859+524.3% | $4,754+538.1% |
| Participant deferral / active EE | $1,030 | $8,103-87.3% | $7,760-86.7% | $6,712-84.7% |
| Admin fee / account holder | $34,266 | $12,406+176.2% | $10,767+218.3% | $11,409+200.3% |