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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 | $390,304 | $183,516+112.7% | $155,534+150.9% | $145,884+167.5% |
| Participation rate | 95.5% | 82.7%+12.7pp | 78.2%+17.2pp | 80.3%+15.2pp |
| Annual return | 18.83% | 61.43%-42.6pp | 64.92%-46.1pp | 551.85%-533.0pp |
| Employer contribution / active EE | $50,783 | $5,315+855.5% | $4,675+986.3% | $4,662+989.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,390 | $19,293-25.4% | $15,900-9.5% | $13,392+7.4% |