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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 | $77,574+382.3% | $108,753+244.0% | $86,983+330.2% |
| Participation rate | 94.4% | 62.3%+32.1pp | 71.1%+23.4pp | 69.5%+24.9pp |
| Annual return | 63.38% | 18.42%+45.0pp | 37.47%+25.9pp | 25.83%+37.5pp |
| Employer contribution / active EE | $2,818 | $1,611+75.0% | $2,427+16.1% | $2,584+9.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,987 | $6,529-69.6% | $10,320-80.7% | $7,856-74.7% |