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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 | $622,530 | $183,539+239.2% | $155,556+300.2% | $145,897+326.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 62.34% | 61.31%+1.0pp | 64.84%-2.5pp | 552.29%-490.0pp |
| Employer contribution / active EE | $27,222 | $5,315+412.1% | $4,675+482.2% | $4,663+483.8% |
| Participant deferral / active EE | $1,494 | $6,467-76.9% | $5,631-73.5% | $6,689-77.7% |
| Admin fee / account holder | $3,874 | $19,275-79.9% | $15,885-75.6% | $13,390-71.1% |