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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 | $587,184 | $159,978+267.0% | $147,041+299.3% | $145,978+302.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.74% | 98.36%-76.6pp | 419.21%-397.5pp | 550.52%-528.8pp |
| Employer contribution / active EE | $12,500 | $5,288+136.4% | $4,935+153.3% | $4,662+168.1% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,391 | $15,053-77.5% | $13,006-73.9% | $13,400-74.7% |