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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 | $648,427 | $102,595+532.0% | $94,057+589.4% | $154,746+319.0% |
| Participation rate | 88.2% | 76.0%+12.2pp | 73.3%+14.9pp | 80.7%+7.5pp |
| Annual return | 11.17% | 583.42%-572.2pp | 480.62%-469.4pp | 172.34%-161.2pp |
| Employer contribution / active EE | $20,517 | $3,147+551.9% | $2,933+599.5% | $4,379+368.5% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $17,030 | $7,736+120.1% | $7,244+135.1% | $14,365+18.6% |