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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 | $612,834 | $183,592+233.8% | $155,574+293.9% | $145,877+320.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.75% | 61.37%-50.6pp | 64.87%-54.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $7,699 | $5,317+44.8% | $4,676+64.7% | $4,663+65.1% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $30,971 | $19,316+60.3% | $15,914+94.6% | $13,402+131.1% |