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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 | $709,798 | $202,463+250.6% | $169,397+319.0% | $139,487+408.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.75% | 532.64%-518.9pp | 406.23%-392.5pp | 373.84%-360.1pp |
| Employer contribution / active EE | $830 | $4,694-82.3% | $4,013-79.3% | $4,755-82.5% |
| Participant deferral / active EE | $1,037 | $6,941-85.1% | $6,223-83.3% | $6,713-84.6% |
| Admin fee / account holder | $4,710 | $10,726-56.1% | $9,017-47.8% | $11,407-58.7% |