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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 | $759,831 | $111,535+581.3% | $105,223+622.1% | $137,256+453.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.15% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $22,459 | $3,939+470.1% | $3,689+508.9% | $4,156+440.4% |
| Participant deferral / active EE | $310 | $5,500-94.4% | $5,072-93.9% | $6,407-95.2% |
| Admin fee / account holder | $129,590 | $9,721+1233.0% | $8,859+1362.8% | $12,270+956.1% |