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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 | $401,262 | $185,883+115.9% | $170,043+136.0% | $139,466+187.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.82% | 60.54%-32.7pp | 53.40%-25.6pp | 373.66%-345.8pp |
| Employer contribution / active EE | $8,907 | $7,596+17.3% | $6,790+31.2% | $4,754+87.4% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $18,685 | $15,393+21.4% | $12,824+45.7% | $11,409+63.8% |