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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 | $618,400 | $202,342+205.6% | $172,753+258.0% | $152,909+304.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.19% | 1029.88%-1013.7pp | 803.00%-786.8pp | 345.46%-329.3pp |
| Employer contribution / active EE | $4,212 | $5,857-28.1% | $5,144-18.1% | $4,764-11.6% |
| Participant deferral / active EE | $693 | $5,948-88.4% | $5,198-86.7% | $5,851-88.2% |
| Admin fee / account holder | $33,538 | $17,112+96.0% | $13,956+140.3% | $11,601+189.1% |