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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 | $408,227 | $88,672+360.4% | $105,223+288.0% | $82,448+395.1% |
| Participation rate | 97.4% | 67.9%+29.5pp | 75.0%+22.4pp | 68.1%+29.4pp |
| Annual return | 18.35% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $19,320 | $3,048+533.9% | $3,689+423.8% | $2,551+657.4% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $14,080 | $7,146+97.0% | $8,859+58.9% | $7,234+94.6% |