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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 | $491,116 | $86,298+469.1% | $111,308+341.2% | $85,847+472.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 56.82% | 19.99%+36.8pp | 54.67%+2.2pp | 318.61%-261.8pp |
| Employer contribution / active EE | $13,910 | $2,044+580.6% | $2,732+409.2% | $2,565+442.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,658 | $8,189-18.7% | $7,965-16.4% | $6,261+6.3% |