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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 | $401,708 | $165,381+142.9% | $149,730+168.3% | $158,966+152.7% |
| Participation rate | 90.5% | 84.6%+5.9pp | 82.5%+8.0pp | 82.0%+8.5pp |
| Annual return | 9.83% | 348.29%-338.5pp | 276.70%-266.9pp | 302.95%-293.1pp |
| Employer contribution / active EE | $18,687 | $5,104+266.1% | $4,645+302.3% | $4,762+292.4% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $24,565 | $10,809+127.3% | $9,310+163.8% | $11,250+118.4% |