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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 | $157,829+310.8% | $136,867+373.8% | $198,609+226.5% |
| Participation rate | 88.2% | 77.2%+11.1pp | 74.5%+13.7pp | 82.4%+5.9pp |
| Annual return | 11.17% | 51.25%-40.1pp | 42.97%-31.8pp | 202.70%-191.5pp |
| Employer contribution / active EE | $20,517 | $3,923+423.0% | $3,547+478.4% | $5,055+305.8% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $17,030 | $11,107+53.3% | $10,340+64.7% | $19,030-10.5% |