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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 | $339,230 | $134,817+151.6% | $123,973+173.6% | $155,188+118.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.7%-1.7pp | 80.8%-5.8pp |
| Annual return | 11.68% | 515.49%-503.8pp | 388.13%-376.4pp | 148.84%-137.2pp |
| Employer contribution / active EE | $21,333 | $4,425+382.1% | $4,126+417.1% | $4,248+402.2% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,241 | $13,245-90.6% | $11,799-89.5% | $14,480-91.4% |