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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 | $960,075 | $166,268+477.4% | $165,100+481.5% | $145,897+558.0% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.6%+14.2pp | 80.3%+12.6pp |
| Annual return | 26.53% | 100.52%-74.0pp | 70.21%-43.7pp | 552.29%-525.8pp |
| Employer contribution / active EE | $32,914 | $5,284+522.9% | $4,348+657.0% | $4,663+605.9% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $54,308 | $16,659+226.0% | $12,696+327.8% | $13,390+305.6% |