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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 | $606,502 | $89,370+578.6% | $141,197+329.5% | $72,976+731.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 79.35% | 111.88%-32.5pp | 71.41%+7.9pp | 81.02%-1.7pp |
| Employer contribution / active EE | $23,946 | $3,115+668.8% | $4,736+405.6% | $2,440+881.4% |
| Participant deferral / active EE | $1,930 | $5,419-64.4% | $6,710-71.2% | $3,608-46.5% |
| Admin fee / account holder | $4,669 | $5,957-21.6% | $10,265-54.5% | $5,124-8.9% |