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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 | $719,257 | $106,864+573.1% | $147,318+388.2% | $82,637+770.4% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.1%+15.1pp | 68.1%+29.1pp |
| Annual return | 25.56% | 27.49%-1.9pp | 70.43%-44.9pp | 53.51%-27.9pp |
| Employer contribution / active EE | $17,672 | $3,417+417.2% | $4,593+284.8% | $2,552+592.5% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $343 | $8,415-95.9% | $13,708-97.5% | $7,339-95.3% |