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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 | $463,701 | $114,119+306.3% | $107,187+332.6% | $138,895+233.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.11% | 273.21%-258.1pp | 204.55%-189.4pp | 145.39%-130.3pp |
| Employer contribution / active EE | $3,621 | $4,059-10.8% | $3,782-4.3% | $4,194-13.7% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $28,337 | $10,024+182.7% | $9,162+209.3% | $12,562+125.6% |