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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 | $897,828 | $211,224+325.1% | $178,505+403.0% | $145,897+515.4% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 27.71% | 30.28%-2.6pp | 27.16%+0.6pp | 552.29%-524.6pp |
| Employer contribution / active EE | $14,167 | $4,577+209.5% | $3,955+258.2% | $4,663+203.8% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $23,382 | $12,109+93.1% | $10,428+124.2% | $13,390+74.6% |