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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 | $814,225 | $148,558+448.1% | $135,925+499.0% | $139,427+484.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.98% | 79.22%-66.2pp | 68.25%-55.3pp | 373.27%-360.3pp |
| Employer contribution / active EE | $3,250 | $5,244-38.0% | $4,857-33.1% | $4,752-31.6% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $21,948 | $12,401+77.0% | $10,764+103.9% | $11,404+92.5% |