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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 | $574,379 | $175,257+227.7% | $149,717+283.6% | $139,456+311.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.90% | 166.70%-154.8pp | 134.41%-122.5pp | 373.45%-361.6pp |
| Employer contribution / active EE | $23,420 | $5,477+327.6% | $4,820+385.9% | $4,753+392.8% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $26,606 | $16,156+64.7% | $13,213+101.4% | $11,407+133.2% |