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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 | $560,420 | $209,422+167.6% | $178,503+214.0% | $158,982+252.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.03% | 188.81%-167.8pp | 151.12%-130.1pp | 302.99%-282.0pp |
| Employer contribution / active EE | $20,947 | $5,707+267.1% | $5,011+318.0% | $4,763+339.8% |
| Participant deferral / active EE | $968 | $5,955-83.7% | $5,202-81.4% | $5,983-83.8% |
| Admin fee / account holder | $1,032 | $17,079-94.0% | $13,987-92.6% | $11,252-90.8% |