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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 | $644,292 | $106,236+506.5% | $96,496+567.7% | $139,427+362.1% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.3%+21.5pp | 80.3%+15.5pp |
| Annual return | 50.54% | 38.43%+12.1pp | 35.70%+14.8pp | 373.27%-322.7pp |
| Employer contribution / active EE | $26,713 | $4,104+550.9% | $3,738+614.6% | $4,752+462.2% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $11,650 | $7,879+47.9% | $6,731+73.1% | $11,404+2.2% |