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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 | $564,095 | $108,912+417.9% | $100,383+461.9% | $145,959+286.5% |
| Participation rate | 90.9% | 83.0%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 47.29% | 57.96%-10.7pp | 49.26%-2.0pp | 561.95%-514.7pp |
| Employer contribution / active EE | $3,865 | $4,423-12.6% | $3,944-2.0% | $4,661-17.1% |
| Participant deferral / active EE | $0 | $8,451-100.0% | $8,086-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,493 | $9,690-74.3% | $7,900-68.4% | $13,398-81.4% |