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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 | $372,291 | $202,342+84.0% | $172,752+115.5% | $152,897+143.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.40% | 1029.83%-1016.4pp | 802.97%-789.6pp | 345.43%-332.0pp |
| Employer contribution / active EE | $5,736 | $5,858-2.1% | $5,144+11.5% | $4,764+20.4% |
| Participant deferral / active EE | $1,667 | $5,948-72.0% | $5,198-67.9% | $5,851-71.5% |
| Admin fee / account holder | $2,384 | $17,111-86.1% | $13,955-82.9% | $11,599-79.5% |