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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 | $682,282 | $201,372+238.8% | $184,260+270.3% | $145,884+367.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.10% | 29.04%-14.9pp | 28.84%-14.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $16,695 | $7,024+137.7% | $6,427+159.7% | $4,662+258.1% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $96,081 | $16,362+487.2% | $13,898+591.3% | $13,392+617.5% |