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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 | $468,988 | $114,119+311.0% | $107,187+337.5% | $138,895+237.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 31.45% | 273.21%-241.8pp | 204.55%-173.1pp | 145.39%-113.9pp |
| Employer contribution / active EE | $49,854 | $4,059+1128.3% | $3,782+1218.1% | $4,194+1088.6% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,381 | $10,024-66.3% | $9,162-63.1% | $12,562-73.1% |