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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 | $501,824 | $81,334+517.0% | $113,397+342.5% | $64,097+682.9% |
| Participation rate | 98.0% | 65.6%+32.4pp | 76.5%+21.5pp | 55.2%+42.8pp |
| Annual return | 39.11% | 32.50%+6.6pp | 23.20%+15.9pp | 34.64%+4.5pp |
| Employer contribution / active EE | $19,711 | $2,077+849.2% | $2,977+562.1% | $1,891+942.1% |
| Participant deferral / active EE | $0 | $3,795-100.0% | $5,076-100.0% | $3,080-100.0% |
| Admin fee / account holder | $11,610 | $4,208+175.9% | $11,957-2.9% | $3,454+236.1% |