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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 | $956,627 | $166,242+475.4% | $165,071+479.5% | $145,884+555.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.52% | 100.44%-90.9pp | 70.17%-60.7pp | 551.85%-542.3pp |
| Employer contribution / active EE | $25,130 | $5,283+375.7% | $4,347+478.0% | $4,662+439.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $31,482 | $16,658+89.0% | $12,695+148.0% | $13,392+135.1% |