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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 | $579,420 | $160,040+262.0% | $147,096+293.9% | $145,877+297.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.12% | 98.49%-83.4pp | 419.75%-404.6pp | 551.28%-536.2pp |
| Employer contribution / active EE | $5,708 | $5,289+7.9% | $4,936+15.6% | $4,663+22.4% |
| Participant deferral / active EE | $1,328 | $8,429-84.2% | $8,071-83.5% | $6,691-80.1% |
| Admin fee / account holder | $63,133 | $15,050+319.5% | $13,005+385.4% | $13,402+371.1% |