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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 | $696,551 | $159,934+335.5% | $147,005+373.8% | $145,959+377.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.72% | 98.24%-83.5pp | 418.76%-404.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $6,950 | $5,287+31.4% | $4,934+40.9% | $4,661+49.1% |
| Participant deferral / active EE | $756 | $8,427-91.0% | $8,070-90.6% | $6,689-88.7% |
| Admin fee / account holder | $38,332 | $15,053+154.6% | $13,006+194.7% | $13,398+186.1% |