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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 | $813,106 | $196,972+312.8% | $182,262+346.1% | $198,609+309.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 5.95% | 158.27%-152.3pp | 140.60%-134.6pp | 202.70%-196.7pp |
| Employer contribution / active EE | $10,500 | $5,364+95.8% | $5,046+108.1% | $5,055+107.7% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $7,352 | $18,429-60.1% | $16,712-56.0% | $19,030-61.4% |