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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 | $872,308 | $176,105+395.3% | $159,474+447.0% | $167,536+420.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.56% | 331.91%-315.3pp | 263.68%-247.1pp | 478.82%-462.3pp |
| Employer contribution / active EE | $5,000 | $5,299-5.6% | $4,831+3.5% | $4,839+3.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $25,000 | $12,559+99.1% | $10,802+131.4% | $12,315+103.0% |