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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 | $256,301 | $97,550+162.7% | $120,344+113.0% | $87,485+193.0% |
| Participation rate | 97.8% | 72.8%+24.9pp | 76.7%+21.0pp | 68.9%+28.8pp |
| Annual return | 39.61% | 18.41%+21.2pp | 20.30%+19.3pp | 26.06%+13.5pp |
| Employer contribution / active EE | $22,992 | $2,291+903.7% | $3,020+661.3% | $2,596+785.6% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $16,963 | $9,543+77.8% | $12,742+33.1% | $7,775+118.2% |