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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 | $609,329 | $135,639+349.2% | $110,241+452.7% | $135,382+350.1% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | 2.78% | 513.21%-510.4pp | 314.75%-312.0pp | 519.77%-517.0pp |
| Employer contribution / active EE | $2,000 | $4,907-59.2% | $3,827-47.7% | $4,779-58.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $16,621 | $11,457+45.1% | $8,548+94.5% | $10,829+53.5% |