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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 | $773,835 | $176,105+339.4% | $159,474+385.2% | $167,536+361.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.29% | 331.91%-321.6pp | 263.68%-253.4pp | 478.82%-468.5pp |
| Employer contribution / active EE | $28,347 | $5,299+435.0% | $4,831+486.8% | $4,839+485.8% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10,112 | $12,559-19.5% | $10,802-6.4% | $12,315-17.9% |