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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 | $575,226 | $157,276+265.7% | $141,177+307.5% | $152,885+276.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 20.27% | 64.33%-44.1pp | 71.40%-51.1pp | 345.39%-325.1pp |
| Employer contribution / active EE | $12,143 | $5,262+130.8% | $4,736+156.4% | $4,763+154.9% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $384 | $12,123-96.8% | $10,263-96.3% | $11,598-96.7% |