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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 | $470,270 | $91,559+413.6% | $133,978+251.0% | $79,856+488.9% |
| Participation rate | 95.0% | 73.3%+21.7pp | 79.8%+15.2pp | 69.6%+25.4pp |
| Annual return | 10.91% | 61.85%-50.9pp | 45.10%-34.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $15,321 | $2,384+542.7% | $3,919+291.0% | $2,471+520.0% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $17,052 | $6,321+169.8% | $8,930+91.0% | $5,306+221.4% |