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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 | $840,946 | $217,432+286.8% | $185,851+352.5% | $167,553+401.9% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 14.70% | 148.43%-133.7pp | 122.11%-107.4pp | 478.89%-464.2pp |
| Employer contribution / active EE | $29,121 | $5,874+395.7% | $5,168+463.4% | $4,840+501.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $166,667 | $19,820+740.9% | $16,245+926.0% | $12,316+1253.2% |