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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 | $106,280+506.2% | $96,538+567.4% | $139,487+361.9% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.3%+21.5pp | 80.3%+15.5pp |
| Annual return | 50.54% | 38.48%+12.1pp | 35.74%+14.8pp | 373.84%-323.3pp |
| Employer contribution / active EE | $26,713 | $4,107+550.4% | $3,740+614.2% | $4,755+461.8% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $11,650 | $7,888+47.7% | $6,737+72.9% | $11,407+2.1% |