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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 | $536,479 | $52,279+926.2% | $89,435+499.9% | $79,856+571.8% |
| Participation rate | 96.7% | 57.5%+39.1pp | 68.0%+28.7pp | 69.6%+27.0pp |
| Annual return | 26.98% | 22.16%+4.8pp | 245.55%-218.6pp | 31.71%-4.7pp |
| Employer contribution / active EE | $3,711 | $1,572+136.2% | $2,587+43.5% | $2,471+50.2% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,609 | $3,356+7.5% | $4,884-26.1% | $5,306-32.0% |