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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 | $250,521 | $166,089+50.8% | $164,928+51.9% | $145,978+71.6% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 25.99% | 100.26%-74.3pp | 70.08%-44.1pp | 550.52%-524.5pp |
| Employer contribution / active EE | $33,993 | $5,276+544.3% | $4,343+682.6% | $4,662+629.2% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $41,106 | $16,641+147.0% | $12,684+224.1% | $13,400+206.8% |