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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 | $626,588 | $201,372+211.2% | $184,260+240.1% | $145,884+329.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.47% | 29.04%-8.6pp | 28.84%-8.4pp | 551.85%-531.4pp |
| Employer contribution / active EE | $28,382 | $7,024+304.1% | $6,427+341.6% | $4,662+508.8% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $42,038 | $16,362+156.9% | $13,898+202.5% | $13,392+213.9% |