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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 | $388,483 | $148,582+161.5% | $135,942+185.8% | $139,456+178.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 12.43% | 79.26%-66.8pp | 68.28%-55.8pp | 373.45%-361.0pp |
| Employer contribution / active EE | $20,154 | $5,245+284.3% | $4,858+314.9% | $4,753+324.0% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $31,050 | $12,402+150.4% | $10,764+188.5% | $11,407+172.2% |