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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 | $611,271 | $148,582+311.4% | $135,942+349.7% | $139,456+338.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.36% | 79.26%-53.9pp | 68.28%-42.9pp | 373.45%-348.1pp |
| Employer contribution / active EE | $4,380 | $5,245-16.5% | $4,858-9.8% | $4,753-7.8% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $8,202 | $12,402-33.9% | $10,764-23.8% | $11,407-28.1% |