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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 | $160,070+287.2% | $147,117+321.3% | $145,897+324.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.10% | 98.69%-84.6pp | 420.54%-406.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $5,533 | $5,285+4.7% | $4,932+12.2% | $4,663+18.7% |
| Participant deferral / active EE | $192 | $8,419-97.7% | $8,065-97.6% | $6,689-97.1% |
| Admin fee / account holder | $55,728 | $15,035+270.6% | $12,993+328.9% | $13,390+316.2% |