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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 | $581,033 | $176,786+228.7% | $146,643+296.2% | $167,536+246.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.17% | 24.04%-7.9pp | 22.75%-6.6pp | 478.82%-462.6pp |
| Employer contribution / active EE | $6,071 | $5,161+17.6% | $4,137+46.8% | $4,839+25.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $45,764 | $13,262+245.1% | $10,280+345.2% | $12,315+271.6% |