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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 | $729,994 | $175,259+316.5% | $149,723+387.6% | $139,487+423.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.40% | 166.82%-155.4pp | 134.50%-123.1pp | 373.84%-362.4pp |
| Employer contribution / active EE | $5,008 | $5,478-8.6% | $4,821+3.9% | $4,755+5.3% |
| Participant deferral / active EE | $867 | $6,522-86.7% | $5,682-84.7% | $6,713-87.1% |
| Admin fee / account holder | $15,173 | $16,158-6.1% | $13,215+14.8% | $11,407+33.0% |