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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 | $414,853 | $154,193+169.0% | $130,045+219.0% | $139,466+197.5% |
| Participation rate | 84.6% | 82.0%+2.7pp | 78.5%+6.1pp | 80.3%+4.3pp |
| Annual return | 23.31% | 32.51%-9.2pp | -137.30%+160.6pp | 373.66%-350.4pp |
| Employer contribution / active EE | $20,846 | $5,292+293.9% | $4,321+382.4% | $4,754+338.5% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $121,846 | $13,989+771.0% | $10,600+1049.4% | $11,409+968.0% |