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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 | $723,203 | $87,546+726.1% | $75,784+854.3% | $125,389+476.8% |
| Participation rate | 95.5% | 80.2%+15.3pp | 75.8%+19.6pp | 83.2%+12.3pp |
| Annual return | 53.52% | 13.49%+40.0pp | 9.68%+43.8pp | 282.24%-228.7pp |
| Employer contribution / active EE | $21,002 | $3,930+434.4% | $3,323+531.9% | $4,866+331.6% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $23,666 | $6,503+263.9% | $5,300+346.5% | $9,541+148.0% |