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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 | $476,929 | $126,661+276.5% | $113,397+320.6% | $138,895+243.4% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 13.11% | 25.05%-11.9pp | 23.20%-10.1pp | 145.39%-132.3pp |
| Employer contribution / active EE | $10,833 | $3,456+213.4% | $2,977+263.9% | $4,194+158.3% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $88,255 | $14,549+506.6% | $11,957+638.1% | $12,562+602.5% |