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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 | $762,995 | $124,346+513.6% | $111,306+585.5% | $167,553+355.4% |
| Participation rate | 86.7% | 79.6%+7.0pp | 77.3%+9.3pp | 82.1%+4.6pp |
| Annual return | 22.43% | 37.46%-15.0pp | 54.67%-32.2pp | 478.89%-456.5pp |
| Employer contribution / active EE | $6,333 | $3,438+84.2% | $2,732+131.8% | $4,840+30.9% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $43,696 | $10,623+311.3% | $7,966+448.5% | $12,316+254.8% |