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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 | $900,620 | $209,405+330.1% | $178,486+404.6% | $158,931+466.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.40% | 188.77%-179.4pp | 151.08%-141.7pp | 302.86%-293.5pp |
| Employer contribution / active EE | $46,067 | $5,707+707.3% | $5,011+819.4% | $4,761+867.5% |
| Participant deferral / active EE | $1,714 | $5,954-71.2% | $5,202-67.0% | $5,982-71.3% |
| Admin fee / account holder | $121,880 | $17,076+613.8% | $13,985+771.5% | $11,247+983.7% |