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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 | $918,307 | $183,516+400.4% | $155,534+490.4% | $145,884+529.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.25% | 61.43%-45.2pp | 64.92%-48.7pp | 551.85%-535.6pp |
| Employer contribution / active EE | $40,338 | $5,315+659.0% | $4,675+762.9% | $4,662+765.2% |
| Participant deferral / active EE | $1,500 | $6,467-76.8% | $5,630-73.4% | $6,690-77.6% |
| Admin fee / account holder | $786,404 | $19,293+3976.0% | $15,900+4846.0% | $13,392+5772.3% |