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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 | $890,222 | $104,953+748.2% | $84,637+951.8% | $152,909+482.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 20.18% | 373.94%-353.8pp | 258.82%-238.6pp | 345.46%-325.3pp |
| Employer contribution / active EE | $20,641 | $3,304+524.8% | $2,653+677.9% | $4,764+333.3% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $26,942 | $6,244+331.5% | $4,914+448.2% | $11,601+132.2% |