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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 | $633,511 | $159,978+296.0% | $147,041+330.8% | $145,978+334.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 13.04% | 98.36%-85.3pp | 419.21%-406.2pp | 550.52%-537.5pp |
| Employer contribution / active EE | $1,389 | $5,288-73.7% | $4,935-71.9% | $4,662-70.2% |
| Participant deferral / active EE | $867 | $8,429-89.7% | $8,071-89.3% | $6,690-87.0% |
| Admin fee / account holder | $14,106 | $15,053-6.3% | $13,006+8.5% | $13,400+5.3% |