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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 | $820,444 | $201,370+307.4% | $184,256+345.3% | $145,897+462.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.55% | 29.05%-0.5pp | 28.85%-0.3pp | 552.29%-523.7pp |
| Employer contribution / active EE | $5,528 | $7,024-21.3% | $6,427-14.0% | $4,663+18.6% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $198,836 | $16,364+1115.1% | $13,899+1330.5% | $13,390+1384.9% |