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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 | $800,267 | $226,135+253.9% | $182,558+338.4% | $152,909+423.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 12.94% | 192.60%-179.7pp | 148.59%-135.7pp | 345.46%-332.5pp |
| Employer contribution / active EE | $1,470 | $4,979-70.5% | $4,076-63.9% | $4,764-69.2% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $31,484 | $10,707+194.0% | $8,594+266.3% | $11,601+171.4% |