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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 | $530,688 | $232,540+128.2% | $185,117+186.7% | $147,586+259.6% |
| Participation rate | 88.9% | 82.4%+6.5pp | 77.3%+11.6pp | 82.8%+6.1pp |
| Annual return | 12.59% | 43.03%-30.4pp | 40.50%-27.9pp | 578.59%-566.0pp |
| Employer contribution / active EE | $10,402 | $5,195+100.2% | $4,182+148.8% | $4,876+113.3% |
| Participant deferral / active EE | $276 | $5,834-95.3% | $5,045-94.5% | $5,439-94.9% |
| Admin fee / account holder | $32,579 | $10,275+217.1% | $8,159+299.3% | $10,886+199.3% |