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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 | $640,756 | $148,582+331.2% | $135,942+371.3% | $139,456+359.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.70% | 79.26%-66.6pp | 68.28%-55.6pp | 373.45%-360.8pp |
| Employer contribution / active EE | $4,000 | $5,245-23.7% | $4,858-17.7% | $4,753-15.8% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $29,444 | $12,402+137.4% | $10,764+173.5% | $11,407+158.1% |