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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 | $101,778+313.0% | $164,975+154.8% | $80,925+419.5% |
| Participation rate | 96.2% | 71.8%+24.3pp | 78.6%+17.5pp | 67.7%+28.5pp |
| Annual return | 21.83% | 16.73%+5.1pp | 70.12%-48.3pp | 35.65%-13.8pp |
| Employer contribution / active EE | $19,552 | $2,954+561.9% | $4,343+350.2% | $2,756+609.4% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $16,428 | $8,221+99.8% | $12,688+29.5% | $6,940+136.7% |