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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 | $969,779 | $202,342+379.3% | $172,752+461.4% | $152,897+534.3% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 19.82% | 1029.83%-1010.0pp | 802.97%-783.2pp | 345.43%-325.6pp |
| Employer contribution / active EE | $2,788 | $5,858-52.4% | $5,144-45.8% | $4,764-41.5% |
| Participant deferral / active EE | $1,422 | $5,948-76.1% | $5,198-72.6% | $5,851-75.7% |
| Admin fee / account holder | $5,905 | $17,111-65.5% | $13,955-57.7% | $11,599-49.1% |