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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 | $499,776 | $227,291+119.9% | $214,702+132.8% | $155,188+222.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 14.14% | 60.08%-45.9pp | 54.55%-40.4pp | 148.84%-134.7pp |
| Employer contribution / active EE | $18,625 | $6,772+175.0% | $6,461+188.3% | $4,248+338.5% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $166,973 | $20,413+718.0% | $19,830+742.0% | $14,480+1053.1% |