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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 | $860,687 | $185,883+363.0% | $170,043+406.2% | $139,466+517.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.18% | 60.54%-47.4pp | 53.40%-40.2pp | 373.66%-360.5pp |
| Employer contribution / active EE | $21,250 | $7,596+179.7% | $6,790+213.0% | $4,754+347.0% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,725 | $15,393-82.3% | $12,824-78.7% | $11,409-76.1% |