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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 | $1,595,357 | $196,972+709.9% | $182,262+775.3% | $198,609+703.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.54% | 158.27%-147.7pp | 140.60%-130.1pp | 202.70%-192.2pp |
| Employer contribution / active EE | $35,000 | $5,364+552.6% | $5,046+593.7% | $5,055+592.3% |
| Participant deferral / active EE | $2,352 | $8,643-72.8% | $8,276-71.6% | $6,977-66.3% |
| Admin fee / account holder | $30,010 | $18,429+62.8% | $16,712+79.6% | $19,030+57.7% |