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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 | $765,049 | $183,627+316.6% | $155,602+391.7% | $145,978+424.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.89% | 61.32%-46.4pp | 64.81%-49.9pp | 550.52%-535.6pp |
| Employer contribution / active EE | $2,066 | $5,316-61.1% | $4,675-55.8% | $4,662-55.7% |
| Participant deferral / active EE | $1,386 | $6,466-78.6% | $5,629-75.4% | $6,690-79.3% |
| Admin fee / account holder | $5,533 | $19,327-71.4% | $15,923-65.3% | $13,400-58.7% |