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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 | $469,873 | $178,174+163.7% | $156,181+200.9% | $137,256+242.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.72% | 84.19%-69.5pp | 64.87%-50.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $13,158 | $4,972+164.7% | $4,294+206.4% | $4,156+216.6% |
| Participant deferral / active EE | $811 | $6,888-88.2% | $6,132-86.8% | $6,407-87.3% |
| Admin fee / account holder | $50,584 | $17,404+190.6% | $14,586+246.8% | $12,270+312.3% |