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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 | $574,238 | $226,135+153.9% | $182,558+214.6% | $152,909+275.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 11.86% | 192.60%-180.7pp | 148.59%-136.7pp | 345.46%-333.6pp |
| Employer contribution / active EE | $15,000 | $4,979+201.3% | $4,076+268.0% | $4,764+214.9% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,524 | $10,707-29.7% | $8,594-12.5% | $11,601-35.1% |