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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 | $859,318 | $154,228+457.2% | $145,433+490.9% | $137,256+526.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.90% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $11,111 | $4,804+131.3% | $4,554+144.0% | $4,156+167.3% |
| Participant deferral / active EE | $1,205 | $8,216-85.3% | $7,897-84.7% | $6,407-81.2% |
| Admin fee / account holder | $25,157 | $14,344+75.4% | $13,129+91.6% | $12,270+105.0% |