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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 | $466,769 | $175,212+166.4% | $149,682+211.8% | $139,427+234.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.06% | 166.63%-155.6pp | 134.35%-123.3pp | 373.27%-362.2pp |
| Employer contribution / active EE | $36,000 | $5,475+557.5% | $4,818+647.1% | $4,752+657.6% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $11,125 | $16,150-31.1% | $13,210-15.8% | $11,404-2.4% |