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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 | $880,260 | $138,075+537.5% | $123,552+612.5% | $135,379+550.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.38% | 153.70%-149.3pp | 119.20%-114.8pp | 519.79%-515.4pp |
| Employer contribution / active EE | $25,534 | $5,152+395.6% | $4,628+451.7% | $4,779+434.3% |
| Participant deferral / active EE | $1,440 | $6,800-78.8% | $6,426-77.6% | $5,609-74.3% |
| Admin fee / account holder | $4,658 | $10,917-57.3% | $9,285-49.8% | $10,828-57.0% |