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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 | $435,874 | $166,242+162.2% | $165,071+164.1% | $145,884+198.8% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 10.01% | 100.44%-90.4pp | 70.17%-60.2pp | 551.85%-541.8pp |
| Employer contribution / active EE | $5,852 | $5,283+10.8% | $4,347+34.6% | $4,662+25.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,805 | $16,658-65.2% | $12,695-54.3% | $13,392-56.7% |