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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 | $770,382 | $202,345+280.7% | $172,755+345.9% | $152,885+403.9% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 25.47% | 1029.77%-1004.3pp | 802.94%-777.5pp | 345.39%-319.9pp |
| Employer contribution / active EE | $10,222 | $5,858+74.5% | $5,144+98.7% | $4,763+114.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $59,890 | $17,111+250.0% | $13,955+329.2% | $11,598+416.4% |