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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 | $643,560 | $183,516+250.7% | $155,534+313.8% | $145,884+341.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.94% | 61.43%-41.5pp | 64.92%-45.0pp | 551.85%-531.9pp |
| Employer contribution / active EE | $14,120 | $5,315+165.7% | $4,675+202.0% | $4,662+202.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $22,819 | $19,293+18.3% | $15,900+43.5% | $13,392+70.4% |