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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 | $835,144 | $196,972+324.0% | $182,262+358.2% | $198,609+320.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 23.25% | 158.27%-135.0pp | 140.60%-117.3pp | 202.70%-179.4pp |
| Employer contribution / active EE | $2,126 | $5,364-60.4% | $5,046-57.9% | $5,055-57.9% |
| Participant deferral / active EE | $2,126 | $8,643-75.4% | $8,276-74.3% | $6,977-69.5% |
| Admin fee / account holder | $8,700 | $18,429-52.8% | $16,712-47.9% | $19,030-54.3% |