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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 | $352,402 | $81,504+332.4% | $102,437+244.0% | $80,959+335.3% |
| Participation rate | 80.6% | 66.9%+13.7pp | 74.5%+6.0pp | 67.7%+12.9pp |
| Annual return | 2748.75% | 25.60%+2723.2pp | 24.95%+2723.8pp | 35.67%+2713.1pp |
| Employer contribution / active EE | $10,522 | $3,104+239.0% | $3,871+171.8% | $2,757+281.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,317 | $6,719+53.5% | $8,388+23.0% | $6,925+49.0% |