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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 | $83,898+346.0% | $133,346+180.6% | $94,015+298.0% |
| Participation rate | 94.4% | 63.4%+31.1pp | 72.8%+21.6pp | 70.8%+23.6pp |
| Annual return | 63.38% | 16.00%+47.4pp | 36.85%+26.5pp | 17.84%+45.5pp |
| Employer contribution / active EE | $2,818 | $1,821+54.8% | $2,853-1.2% | $2,790+1.0% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,987 | $7,809-74.6% | $14,264-86.1% | $8,951-77.8% |