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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 | $477,005 | $138,385+244.7% | $184,200+159.0% | $80,874+489.8% |
| Participation rate | 96.7% | 83.9%+12.8pp | 86.8%+9.8pp | 67.6%+29.0pp |
| Annual return | 37.49% | 20.02%+17.5pp | 28.80%+8.7pp | 35.62%+1.9pp |
| Employer contribution / active EE | $26,835 | $4,849+453.4% | $6,424+317.7% | $2,756+873.8% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9,197 | $10,483-12.3% | $13,907-33.9% | $6,935+32.6% |