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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 | $658,103 | $132,634+396.2% | $115,768+468.5% | $137,256+379.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.14% | 160.70%-145.6pp | 100.46%-85.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $13,913 | $3,360+314.1% | $2,940+373.3% | $4,156+234.8% |
| Participant deferral / active EE | $1,188 | $5,619-78.9% | $4,917-75.8% | $6,407-81.5% |
| Admin fee / account holder | $72,148 | $15,028+380.1% | $12,439+480.0% | $12,270+488.0% |