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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 | $597,537 | $201,370+196.7% | $184,256+224.3% | $145,897+309.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.11% | 29.05%-12.9pp | 28.85%-12.7pp | 552.29%-536.2pp |
| Employer contribution / active EE | $41,910 | $7,024+496.7% | $6,427+552.1% | $4,663+798.9% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $24,038 | $16,364+46.9% | $13,899+72.9% | $13,390+79.5% |