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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 | $634,326 | $176,105+260.2% | $159,474+297.8% | $167,536+278.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.47% | 331.91%-313.4pp | 263.68%-245.2pp | 478.82%-460.3pp |
| Employer contribution / active EE | $10,882 | $5,299+105.4% | $4,831+125.3% | $4,839+124.9% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,830 | $12,559-69.5% | $10,802-64.5% | $12,315-68.9% |