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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 | $686,850 | $209,425+228.0% | $178,499+284.8% | $158,966+332.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.16% | 188.80%-176.6pp | 151.10%-138.9pp | 302.95%-290.8pp |
| Employer contribution / active EE | $19,420 | $5,707+240.3% | $5,011+287.5% | $4,762+307.8% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $20,000 | $17,078+17.1% | $13,986+43.0% | $11,250+77.8% |