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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 | $786,428 | $165,399+375.5% | $149,745+425.2% | $158,982+394.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.97% | 348.34%-336.4pp | 276.72%-264.8pp | 302.99%-291.0pp |
| Employer contribution / active EE | $4,464 | $5,105-12.6% | $4,646-3.9% | $4,763-6.3% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18,315 | $10,811+69.4% | $9,312+96.7% | $11,252+62.8% |