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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 | $473,074 | $115,917+308.1% | $100,535+370.6% | $158,982+197.6% |
| Participation rate | 95.0% | 81.6%+13.4pp | 79.4%+15.6pp | 82.0%+13.0pp |
| Annual return | 7.62% | 34.80%-27.2pp | 30.90%-23.3pp | 302.99%-295.4pp |
| Employer contribution / active EE | $8,530 | $4,105+107.8% | $3,419+149.5% | $4,763+79.1% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $16,285 | $11,002+48.0% | $8,085+101.4% | $11,252+44.7% |