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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 | $134,817+414.0% | $123,973+459.0% | $155,188+346.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.98% | 515.49%-501.5pp | 388.13%-374.1pp | 148.84%-134.9pp |
| Employer contribution / active EE | $10,294 | $4,425+132.6% | $4,126+149.5% | $4,248+142.3% |
| Participant deferral / active EE | $667 | $5,706-88.3% | $5,247-87.3% | $6,531-89.8% |
| Admin fee / account holder | $3,107 | $13,245-76.5% | $11,799-73.7% | $14,480-78.5% |