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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 | $391,558 | $178,174+119.8% | $156,181+150.7% | $137,256+185.3% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.8%+15.6pp | 80.0%+14.5pp |
| Annual return | 33.24% | 84.19%-50.9pp | 64.87%-31.6pp | 220.34%-187.1pp |
| Employer contribution / active EE | $29,305 | $4,972+489.4% | $4,294+582.5% | $4,156+605.1% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $28,537 | $17,404+64.0% | $14,586+95.6% | $12,270+132.6% |