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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 | $770,157 | $171,492+349.1% | $150,734+410.9% | $198,609+287.8% |
| Participation rate | 77.8% | 81.4%-3.6pp | 78.4%-0.7pp | 82.4%-4.6pp |
| Annual return | 15.98% | 804.70%-788.7pp | 600.81%-584.8pp | 202.70%-186.7pp |
| Employer contribution / active EE | $1,466 | $5,470-73.2% | $4,918-70.2% | $5,055-71.0% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,232 | $17,628-87.3% | $14,905-85.0% | $19,030-88.3% |