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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 | $785,697 | $160,070+390.8% | $147,117+434.1% | $145,897+438.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.84% | 98.69%-85.8pp | 420.54%-407.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $6,850 | $5,285+29.6% | $4,932+38.9% | $4,663+46.9% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $33,126 | $15,035+120.3% | $12,993+155.0% | $13,390+147.4% |