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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 | $533,062 | $148,629+258.7% | $135,982+292.0% | $139,487+282.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.58% | 79.33%-60.7pp | 68.32%-49.7pp | 373.84%-355.3pp |
| Employer contribution / active EE | $37,573 | $5,247+616.2% | $4,859+673.3% | $4,755+690.2% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $16,519 | $12,406+33.1% | $10,767+53.4% | $11,407+44.8% |