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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 | $840,537 | $217,432+286.6% | $185,849+352.3% | $167,536+401.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 35.65% | 148.42%-112.8pp | 122.10%-86.5pp | 478.82%-443.2pp |
| Employer contribution / active EE | $30,148 | $5,875+413.2% | $5,169+483.3% | $4,839+523.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,205 | $19,818-83.8% | $16,244-80.3% | $12,315-74.0% |