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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 | $272,619 | $91,037+199.5% | $71,671+280.4% | $147,586+84.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 25.76% | 20.48%+5.3pp | 20.65%+5.1pp | 578.59%-552.8pp |
| Employer contribution / active EE | $4,545 | $3,327+36.6% | $2,460+84.8% | $4,876-6.8% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,040 | $8,613+39.8% | $5,558+116.6% | $10,886+10.6% |