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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 | $807,071 | $175,257+360.5% | $149,717+439.1% | $139,456+478.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.06% | 166.70%-147.6pp | 134.41%-115.3pp | 373.45%-354.4pp |
| Employer contribution / active EE | $9,336 | $5,477+70.5% | $4,820+93.7% | $4,753+96.4% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $54,798 | $16,156+239.2% | $13,213+314.7% | $11,407+380.4% |