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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 | $829,698 | $198,457+318.1% | $170,435+386.8% | $147,586+462.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.14% | 257.30%-242.2pp | 205.94%-190.8pp | 578.59%-563.5pp |
| Employer contribution / active EE | $50,000 | $6,183+708.7% | $5,432+820.4% | $4,876+925.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,222 | $16,852-92.7% | $13,881-91.2% | $10,886-88.8% |