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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 | $280,636 | $71,215+294.1% | $93,696+199.5% | $80,935+246.7% |
| Participation rate | 96.8% | 60.4%+36.4pp | 68.7%+28.1pp | 67.7%+29.1pp |
| Annual return | 167.00% | 11.27%+155.7pp | 133.74%+33.3pp | 35.66%+131.3pp |
| Employer contribution / active EE | $7,258 | $1,565+363.7% | $2,422+199.7% | $2,757+163.3% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,080 | $6,958-84.5% | $8,287-87.0% | $6,924-84.4% |