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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 | $613,926 | $183,516+234.5% | $155,534+294.7% | $145,884+320.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.09% | 61.43%-49.3pp | 64.92%-52.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $8,902 | $5,315+67.5% | $4,675+90.4% | $4,662+90.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,789 | $19,293-80.4% | $15,900-76.2% | $13,392-71.7% |