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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 | $775,288 | $197,637+292.3% | $177,848+335.9% | $158,982+387.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.95% | 58.77%-47.8pp | 48.33%-37.4pp | 302.99%-292.0pp |
| Employer contribution / active EE | $20,752 | $6,698+209.8% | $5,919+250.6% | $4,763+335.7% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $473 | $15,406-96.9% | $12,431-96.2% | $11,252-95.8% |