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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 | $183,592+239.1% | $155,574+300.2% | $145,877+326.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 62.34% | 61.37%+1.0pp | 64.87%-2.5pp | 551.28%-488.9pp |
| Employer contribution / active EE | $27,222 | $5,317+412.0% | $4,676+482.2% | $4,663+483.8% |
| Participant deferral / active EE | $1,494 | $6,466-76.9% | $5,629-73.5% | $6,691-77.7% |
| Admin fee / account holder | $3,874 | $19,316-79.9% | $15,914-75.7% | $13,402-71.1% |