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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 | $693,020 | $129,737+434.2% | $119,126+481.8% | $154,746+347.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.98% | 379.08%-365.1pp | 282.11%-268.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $10,294 | $4,375+135.3% | $4,034+155.2% | $4,379+135.1% |
| Participant deferral / active EE | $667 | $5,842-88.6% | $5,318-87.5% | $6,730-90.1% |
| Admin fee / account holder | $3,107 | $11,961-74.0% | $10,693-70.9% | $14,365-78.4% |