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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 | $546,234 | $183,516+197.6% | $155,534+251.2% | $145,884+274.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.83% | 61.43%-38.6pp | 64.92%-42.1pp | 551.85%-529.0pp |
| Employer contribution / active EE | $37,300 | $5,315+601.8% | $4,675+697.9% | $4,662+700.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,038 | $19,293-79.1% | $15,900-74.6% | $13,392-69.9% |