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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 | $435,020 | $129,737+235.3% | $119,126+265.2% | $154,746+181.1% |
| Participation rate | 78.6% | 78.9%-0.3pp | 75.8%+2.8pp | 80.7%-2.1pp |
| Annual return | 10.47% | 379.08%-368.6pp | 282.11%-271.6pp | 172.34%-161.9pp |
| Employer contribution / active EE | $10,737 | $4,375+145.4% | $4,034+166.2% | $4,379+145.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $61,693 | $11,961+415.8% | $10,693+476.9% | $14,365+329.5% |