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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 | $557,783 | $176,120+216.7% | $159,487+249.7% | $167,553+232.9% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 13.07% | 331.95%-318.9pp | 263.71%-250.6pp | 478.89%-465.8pp |
| Employer contribution / active EE | $27,147 | $5,299+412.3% | $4,831+461.9% | $4,840+460.9% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $67,916 | $12,561+440.7% | $10,804+528.6% | $12,316+451.4% |