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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 | $522,714 | $197,819+164.2% | $155,789+235.5% | $125,389+316.9% |
| Participation rate | 72.7% | 82.1%-9.4pp | 76.1%-3.4pp | 83.2%-10.5pp |
| Annual return | 7.27% | 86.73%-79.5pp | 71.54%-64.3pp | 282.24%-275.0pp |
| Employer contribution / active EE | $32,341 | $4,850+566.8% | $3,839+742.5% | $4,866+564.6% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $15,832 | $9,544+65.9% | $7,477+111.7% | $9,541+65.9% |