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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 | $758,945 | $156,398+385.3% | $147,318+415.2% | $138,895+446.4% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 12.32% | 78.75%-66.4pp | 70.43%-58.1pp | 145.39%-133.1pp |
| Employer contribution / active EE | $28,534 | $4,853+487.9% | $4,593+521.3% | $4,194+580.3% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $25,996 | $14,976+73.6% | $13,708+89.6% | $12,562+106.9% |