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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 | $129,737+485.7% | $119,126+537.8% | $154,746+391.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.15% | 379.08%-365.9pp | 282.11%-269.0pp | 172.34%-159.2pp |
| Employer contribution / active EE | $22,459 | $4,375+413.4% | $4,034+456.8% | $4,379+412.9% |
| Participant deferral / active EE | $310 | $5,842-94.7% | $5,318-94.2% | $6,730-95.4% |
| Admin fee / account holder | $129,590 | $11,961+983.5% | $10,693+1111.9% | $14,365+802.1% |