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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 | $770,946 | $183,539+320.0% | $155,556+395.6% | $145,897+428.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.87% | 61.31%-38.4pp | 64.84%-42.0pp | 552.29%-529.4pp |
| Employer contribution / active EE | $7,620 | $5,315+43.4% | $4,675+63.0% | $4,663+63.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $85,792 | $19,275+345.1% | $15,885+440.1% | $13,390+540.7% |