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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 | $100,194+155.8% | $122,979+108.4% | $86,983+194.7% |
| Participation rate | 97.8% | 73.0%+24.8pp | 77.2%+20.6pp | 69.5%+28.2pp |
| Annual return | 39.61% | 16.47%+23.1pp | 20.12%+19.5pp | 25.83%+13.8pp |
| Employer contribution / active EE | $22,992 | $2,326+888.7% | $3,062+650.8% | $2,584+789.6% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $16,963 | $10,148+67.2% | $12,864+31.9% | $7,856+115.9% |