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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 | $374,165 | $73,787+407.1% | $98,716+279.0% | $82,448+353.8% |
| Participation rate | 94.4% | 61.4%+33.0pp | 69.3%+25.2pp | 68.1%+26.4pp |
| Annual return | 63.38% | 18.57%+44.8pp | 31.81%+31.6pp | 41.64%+21.7pp |
| Employer contribution / active EE | $2,818 | $1,511+86.5% | $2,279+23.7% | $2,551+10.5% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,987 | $6,500-69.4% | $8,703-77.2% | $7,234-72.5% |