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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 | $494,404 | $159,934+209.1% | $147,005+236.3% | $145,959+238.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.22% | 98.24%-86.0pp | 418.76%-406.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $15,719 | $5,287+197.3% | $4,934+218.6% | $4,661+237.3% |
| Participant deferral / active EE | $716 | $8,427-91.5% | $8,070-91.1% | $6,689-89.3% |
| Admin fee / account holder | $160,507 | $15,053+966.3% | $13,006+1134.1% | $13,398+1098.0% |