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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 | $100,041+271.4% | $149,718+148.2% | $70,131+429.8% |
| Participation rate | 90.3% | 83.6%+6.7pp | 87.1%+3.3pp | 69.5%+20.8pp |
| Annual return | 15.65% | 27.43%-11.8pp | 1501.67%-1486.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $11,806 | $3,662+222.4% | $5,445+116.8% | $2,342+404.0% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,998 | $8,286-3.5% | $11,283-29.1% | $4,645+72.2% |