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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 | $315,012 | $77,460+306.7% | $100,378+213.8% | $80,925+289.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 41.14% | 37.24%+3.9pp | 49.41%-8.3pp | 35.65%+5.5pp |
| Employer contribution / active EE | $10,757 | $2,801+284.0% | $3,942+172.9% | $2,756+290.3% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,087-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,326 | $5,887-26.5% | $7,899-45.2% | $6,940-37.7% |