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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 | $423,867 | $152,592+177.8% | $125,180+238.6% | $152,885+177.2% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 19.32% | 54.84%-35.5pp | 43.79%-24.5pp | 345.39%-326.1pp |
| Employer contribution / active EE | $5,348 | $4,947+8.1% | $3,866+38.3% | $4,763+12.3% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $70,850 | $13,435+427.4% | $9,703+630.2% | $11,598+510.9% |