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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 | $619,766 | $160,040+287.3% | $147,096+321.3% | $145,877+324.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.10% | 98.49%-84.4pp | 419.75%-405.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $5,533 | $5,289+4.6% | $4,936+12.1% | $4,663+18.7% |
| Participant deferral / active EE | $192 | $8,429-97.7% | $8,071-97.6% | $6,691-97.1% |
| Admin fee / account holder | $55,728 | $15,050+270.3% | $13,005+328.5% | $13,402+315.8% |