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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 | $482,427 | $88,672+444.1% | $105,223+358.5% | $82,448+485.1% |
| Participation rate | 94.9% | 67.9%+26.9pp | 75.0%+19.8pp | 68.1%+26.8pp |
| Annual return | 18.90% | 30.86%-12.0pp | 180.65%-161.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $17,629 | $3,048+478.4% | $3,689+378.0% | $2,551+591.1% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $600 | $7,146-91.6% | $8,859-93.2% | $7,234-91.7% |