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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 | $371,529 | $100,060+271.3% | $149,721+148.1% | $70,126+429.8% |
| Participation rate | 90.3% | 83.6%+6.7pp | 87.1%+3.3pp | 69.5%+20.8pp |
| Annual return | 15.65% | 27.46%-11.8pp | 1501.67%-1486.0pp | 73.15%-57.5pp |
| Employer contribution / active EE | $11,806 | $3,661+222.5% | $5,444+116.9% | $2,343+404.0% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,998 | $8,285-3.5% | $11,282-29.1% | $4,645+72.2% |