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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 | $500,139 | $183,516+172.5% | $155,534+221.6% | $145,884+242.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 44.74% | 61.43%-16.7pp | 64.92%-20.2pp | 551.85%-507.1pp |
| Employer contribution / active EE | $1,347 | $5,315-74.7% | $4,675-71.2% | $4,662-71.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $16,233 | $19,293-15.9% | $15,900+2.1% | $13,392+21.2% |