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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 | $428,943 | $72,273+493.5% | $101,275+323.5% | $79,856+437.1% |
| Participation rate | 97.1% | 68.5%+28.7pp | 75.8%+21.3pp | 69.6%+27.5pp |
| Annual return | 16.06% | 22.30%-6.2pp | 46.48%-30.4pp | 31.71%-15.7pp |
| Employer contribution / active EE | $11,081 | $2,691+311.8% | $3,660+202.8% | $2,471+348.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $23,477 | $4,401+433.4% | $5,948+294.7% | $5,306+342.4% |