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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 | $793,613 | $176,077+350.7% | $159,455+397.7% | $167,518+373.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 30.55% | 331.83%-301.3pp | 263.63%-233.1pp | 478.71%-448.2pp |
| Employer contribution / active EE | $4,348 | $5,298-17.9% | $4,830-10.0% | $4,838-10.1% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $15,618 | $12,556+24.4% | $10,800+44.6% | $12,312+26.9% |