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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 | $662,412 | $185,905+256.3% | $170,057+289.5% | $139,487+374.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.12% | 60.56%-36.4pp | 53.42%-29.3pp | 373.84%-349.7pp |
| Employer contribution / active EE | $27,483 | $7,597+261.8% | $6,790+304.7% | $4,755+478.0% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $9,746 | $15,397-36.7% | $12,826-24.0% | $11,407-14.6% |