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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 | $807,534 | $183,539+340.0% | $155,556+419.1% | $145,897+453.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.50% | 61.31%-44.8pp | 64.84%-48.3pp | 552.29%-535.8pp |
| Employer contribution / active EE | $21,542 | $5,315+305.3% | $4,675+360.7% | $4,663+362.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $30,011 | $19,275+55.7% | $15,885+88.9% | $13,390+124.1% |