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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 | $428,353 | $175,231+144.5% | $149,696+186.1% | $139,466+207.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.18% | 166.77%-141.6pp | 134.46%-109.3pp | 373.66%-348.5pp |
| Employer contribution / active EE | $5,714 | $5,478+4.3% | $4,821+18.5% | $4,754+20.2% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $572 | $16,155-96.5% | $13,212-95.7% | $11,409-95.0% |