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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 | $754,511 | $210,698+258.1% | $178,014+323.8% | $145,959+416.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.21% | 386.27%-374.1pp | 294.80%-282.6pp | 561.95%-549.7pp |
| Employer contribution / active EE | $6,187 | $4,567+35.5% | $3,950+56.6% | $4,661+32.7% |
| Participant deferral / active EE | $1,040 | $6,958-85.1% | $6,276-83.4% | $6,689-84.5% |
| Admin fee / account holder | $6,066 | $12,016-49.5% | $10,362-41.5% | $13,398-54.7% |