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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 | $606,279 | $209,425+189.5% | $178,499+239.7% | $158,966+281.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.35% | 188.80%-160.4pp | 151.10%-122.8pp | 302.95%-274.6pp |
| Employer contribution / active EE | $13,407 | $5,707+134.9% | $5,011+167.5% | $4,762+181.5% |
| Participant deferral / active EE | $1,333 | $5,955-77.6% | $5,202-74.4% | $5,983-77.7% |
| Admin fee / account holder | $542 | $17,078-96.8% | $13,986-96.1% | $11,250-95.2% |