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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 | $403,579 | $175,212+130.3% | $149,682+169.6% | $139,427+189.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.88% | 166.63%-150.8pp | 134.35%-118.5pp | 373.27%-357.4pp |
| Employer contribution / active EE | $20,736 | $5,475+278.7% | $4,818+330.3% | $4,752+336.4% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $17,636 | $16,150+9.2% | $13,210+33.5% | $11,404+54.6% |