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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 | $304,468 | $77,460+293.1% | $100,378+203.3% | $80,925+276.2% |
| Participation rate | 93.9% | 76.9%+16.9pp | 81.5%+12.4pp | 67.7%+26.2pp |
| Annual return | 76.71% | 37.24%+39.5pp | 49.41%+27.3pp | 35.65%+41.1pp |
| Employer contribution / active EE | $14,527 | $2,801+418.6% | $3,942+268.5% | $2,756+427.0% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,087-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,621 | $5,887+63.4% | $7,899+21.8% | $6,940+38.6% |