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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 | $879,910 | $101,795+764.4% | $165,100+433.0% | $80,959+986.9% |
| Participation rate | 98.8% | 71.8%+27.0pp | 78.6%+20.2pp | 67.7%+31.2pp |
| Annual return | 17.61% | 16.73%+0.9pp | 70.21%-52.6pp | 35.67%-18.1pp |
| Employer contribution / active EE | $12,648 | $2,954+328.2% | $4,348+190.9% | $2,757+358.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $38,055 | $8,221+362.9% | $12,696+199.7% | $6,925+449.5% |