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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 | $517,907 | $176,786+193.0% | $146,643+253.2% | $167,536+209.1% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 11.77% | 24.04%-12.3pp | 22.75%-11.0pp | 478.82%-467.0pp |
| Employer contribution / active EE | $4,357 | $5,161-15.6% | $4,137+5.3% | $4,839-10.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $18,859 | $13,262+42.2% | $10,280+83.4% | $12,315+53.1% |