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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 | $465,917 | $196,972+136.5% | $182,262+155.6% | $198,609+134.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.24% | 158.27%-148.0pp | 140.60%-130.4pp | 202.70%-192.5pp |
| Employer contribution / active EE | $17,835 | $5,364+232.5% | $5,046+253.5% | $5,055+252.8% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $204,931 | $18,429+1012.0% | $16,712+1126.3% | $19,030+976.9% |