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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 | $95,453+168.5% | $112,040+128.8% | $82,448+210.9% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.5%+21.3pp | 68.1%+29.7pp |
| Annual return | 39.61% | 23.92%+15.7pp | 24.52%+15.1pp | 41.64%-2.0pp |
| Employer contribution / active EE | $22,992 | $2,318+892.0% | $2,954+678.4% | $2,551+801.3% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $16,963 | $9,013+88.2% | $12,098+40.2% | $7,234+134.5% |