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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 | $419,412 | $97,078+332.0% | $103,065+306.9% | $145,897+187.5% |
| Participation rate | 87.5% | 81.1%+6.4pp | 80.6%+6.9pp | 80.3%+7.2pp |
| Annual return | 34.92% | 25.49%+9.4pp | 23.95%+11.0pp | 552.29%-517.4pp |
| Employer contribution / active EE | $15,823 | $4,680+238.1% | $4,675+238.4% | $4,663+239.3% |
| Participant deferral / active EE | $0 | $6,601-100.0% | $6,625-100.0% | $6,689-100.0% |
| Admin fee / account holder | $594 | $12,505-95.3% | $9,349-93.6% | $13,390-95.6% |