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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 | $779,167 | $154,193+405.3% | $130,045+499.2% | $139,466+458.7% |
| Participation rate | 94.1% | 82.0%+12.2pp | 78.5%+15.6pp | 80.3%+13.8pp |
| Annual return | 13.33% | 32.51%-19.2pp | -137.30%+150.6pp | 373.66%-360.3pp |
| Employer contribution / active EE | $7,404 | $5,292+39.9% | $4,321+71.3% | $4,754+55.7% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $28,419 | $13,989+103.1% | $10,600+168.1% | $11,409+149.1% |