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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 | $640,945 | $175,259+265.7% | $149,723+328.1% | $139,487+359.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.88% | 166.82%-151.9pp | 134.50%-119.6pp | 373.84%-359.0pp |
| Employer contribution / active EE | $6,210 | $5,478+13.4% | $4,821+28.8% | $4,755+30.6% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,682 | $16,158-71.0% | $13,215-64.6% | $11,407-59.0% |