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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 | $883,303 | $175,231+404.1% | $149,696+490.1% | $139,466+533.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.30% | 166.77%-136.5pp | 134.46%-104.2pp | 373.66%-343.4pp |
| Employer contribution / active EE | $1,450 | $5,478-73.5% | $4,821-69.9% | $4,754-69.5% |
| Participant deferral / active EE | $1,826 | $6,521-72.0% | $5,682-67.9% | $6,712-72.8% |
| Admin fee / account holder | $11,916 | $16,155-26.2% | $13,212-9.8% | $11,409+4.4% |