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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 | $819,986 | $172,111+376.4% | $150,298+445.6% | $137,256+497.4% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 12.43% | 69.37%-56.9pp | 62.79%-50.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $5,000 | $4,636+7.8% | $4,154+20.4% | $4,156+20.3% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,052 | $16,471-63.3% | $14,116-57.1% | $12,270-50.7% |