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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% | $184,243+158.9% | $80,925+489.4% |
| Participation rate | 96.7% | 83.9%+12.8pp | 86.8%+9.8pp | 67.7%+29.0pp |
| Annual return | 37.49% | 20.02%+17.5pp | 28.82%+8.7pp | 35.65%+1.8pp |
| Employer contribution / active EE | $26,835 | $4,851+453.2% | $6,427+317.5% | $2,756+873.6% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,197 | $10,489-12.3% | $13,914-33.9% | $6,940+32.5% |