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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 | $420,387 | $101,795+313.0% | $165,100+154.6% | $80,959+419.3% |
| Participation rate | 96.2% | 71.8%+24.3pp | 78.6%+17.5pp | 67.7%+28.5pp |
| Annual return | 21.83% | 16.73%+5.1pp | 70.21%-48.4pp | 35.67%-13.8pp |
| Employer contribution / active EE | $19,552 | $2,954+562.0% | $4,348+349.7% | $2,757+609.1% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $16,428 | $8,221+99.8% | $12,696+29.4% | $6,925+137.2% |