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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 | $729,728 | $117,829+519.3% | $102,423+612.5% | $145,877+400.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 30.19% | 31.83%-1.6pp | 29.42%+0.8pp | 551.28%-521.1pp |
| Employer contribution / active EE | $12,188 | $3,615+237.2% | $3,023+303.2% | $4,663+161.4% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $45,256 | $13,335+239.4% | $9,455+378.7% | $13,402+237.7% |