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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 | $778,523 | $110,410+605.1% | $102,437+660.0% | $145,897+433.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 21.67% | 24.85%-3.2pp | 24.95%-3.3pp | 552.29%-530.6pp |
| Employer contribution / active EE | $26,859 | $4,217+536.9% | $3,871+593.9% | $4,663+476.1% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,427 | $9,745-3.3% | $8,388+12.4% | $13,390-29.6% |