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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 | $330,893 | $81,504+306.0% | $102,437+223.0% | $80,959+308.7% |
| Participation rate | 97.7% | 66.9%+30.9pp | 74.5%+23.2pp | 67.7%+30.1pp |
| Annual return | 52.57% | 25.60%+27.0pp | 24.95%+27.6pp | 35.67%+16.9pp |
| Employer contribution / active EE | $17,966 | $3,104+478.9% | $3,871+364.2% | $2,757+551.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $14,983 | $6,719+123.0% | $8,388+78.6% | $6,925+116.4% |