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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 | $832,367 | $202,342+311.4% | $172,753+381.8% | $152,909+444.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 29.16% | 1029.88%-1000.7pp | 803.00%-773.8pp | 345.46%-316.3pp |
| Employer contribution / active EE | $8,672 | $5,857+48.0% | $5,144+68.6% | $4,764+82.0% |
| Participant deferral / active EE | $755 | $5,948-87.3% | $5,198-85.5% | $5,851-87.1% |
| Admin fee / account holder | $18,617 | $17,112+8.8% | $13,956+33.4% | $11,601+60.5% |