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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 | $923,569 | $183,592+403.1% | $155,574+493.7% | $145,877+533.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.86% | 61.37%-40.5pp | 64.87%-44.0pp | 551.28%-530.4pp |
| Employer contribution / active EE | $25,917 | $5,317+387.5% | $4,676+454.3% | $4,663+455.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $27,570 | $19,316+42.7% | $15,914+73.2% | $13,402+105.7% |