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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 | $747,317 | $148,623+402.8% | $135,974+449.6% | $139,466+435.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 62.74% | 79.30%-16.6pp | 68.30%-5.6pp | 373.66%-310.9pp |
| Employer contribution / active EE | $18,417 | $5,246+251.0% | $4,859+279.0% | $4,754+287.4% |
| Participant deferral / active EE | $1,250 | $8,103-84.6% | $7,760-83.9% | $6,712-81.4% |
| Admin fee / account holder | $376 | $12,406-97.0% | $10,767-96.5% | $11,409-96.7% |