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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 | $899,074 | $157,304+471.6% | $141,197+536.8% | $152,909+488.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.97% | 64.34%-41.4pp | 71.41%-48.4pp | 345.46%-322.5pp |
| Employer contribution / active EE | $11,856 | $5,263+125.3% | $4,736+150.3% | $4,764+148.9% |
| Participant deferral / active EE | $961 | $7,111-86.5% | $6,710-85.7% | $5,851-83.6% |
| Admin fee / account holder | $32,707 | $12,126+169.7% | $10,265+218.6% | $11,601+181.9% |