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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 | $928,108 | $180,459+414.3% | $154,108+502.2% | $135,380+585.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2.55% | 888.21%-885.7pp | 735.21%-732.7pp | 519.81%-517.3pp |
| Employer contribution / active EE | $11,600 | $6,035+92.2% | $5,298+119.0% | $4,779+142.7% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,724 | $16,145-33.6% | $13,411-20.0% | $10,828-1.0% |