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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 | $501,022 | $183,592+172.9% | $155,574+222.0% | $145,877+243.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.86% | 61.37%-36.5pp | 64.87%-40.0pp | 551.28%-526.4pp |
| Employer contribution / active EE | $5,257 | $5,317-1.1% | $4,676+12.4% | $4,663+12.7% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $20,009 | $19,316+3.6% | $15,914+25.7% | $13,402+49.3% |