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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 | $521,611 | $183,627+184.1% | $155,602+235.2% | $145,978+257.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.31% | 61.32%-46.0pp | 64.81%-49.5pp | 550.52%-535.2pp |
| Employer contribution / active EE | $19,135 | $5,316+259.9% | $4,675+309.3% | $4,662+310.5% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $44,694 | $19,327+131.3% | $15,923+180.7% | $13,400+233.5% |