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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 | $554,785 | $148,623+273.3% | $135,974+308.0% | $139,466+297.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 42.88% | 79.30%-36.4pp | 68.30%-25.4pp | 373.66%-330.8pp |
| Employer contribution / active EE | $2,134 | $5,246-59.3% | $4,859-56.1% | $4,754-55.1% |
| Participant deferral / active EE | $825 | $8,103-89.8% | $7,760-89.4% | $6,712-87.7% |
| Admin fee / account holder | $21,424 | $12,406+72.7% | $10,767+99.0% | $11,409+87.8% |