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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 | $379,962 | $160,070+137.4% | $147,117+158.3% | $145,897+160.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.95% | 98.69%-80.7pp | 420.54%-402.6pp | 552.29%-534.3pp |
| Employer contribution / active EE | $61,173 | $5,285+1057.6% | $4,932+1140.2% | $4,663+1212.0% |
| Participant deferral / active EE | $2,500 | $8,419-70.3% | $8,065-69.0% | $6,689-62.6% |
| Admin fee / account holder | $4,013 | $15,035-73.3% | $12,993-69.1% | $13,390-70.0% |