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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 | $736,862 | $183,516+301.5% | $155,534+373.8% | $145,884+405.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.42% | 61.43%-39.0pp | 64.92%-42.5pp | 551.85%-529.4pp |
| Employer contribution / active EE | $10,551 | $5,315+98.5% | $4,675+125.7% | $4,662+126.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,172 | $19,293-57.6% | $15,900-48.6% | $13,392-39.0% |