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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 | $380,906 | $155,555+144.9% | $146,866+159.4% | $155,188+145.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 148.98% | 115.41%+33.6pp | 102.85%+46.1pp | 148.84%+0.1pp |
| Employer contribution / active EE | $13,391 | $4,647+188.2% | $4,425+202.6% | $4,248+215.2% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $323,925 | $14,755+2095.3% | $13,620+2278.3% | $14,480+2137.1% |