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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 | $77,523+292.7% | $100,383+203.3% | $80,874+276.5% |
| Participation rate | 93.9% | 77.0%+16.9pp | 81.5%+12.4pp | 67.6%+26.2pp |
| Annual return | 76.71% | 37.21%+39.5pp | 49.26%+27.5pp | 35.62%+41.1pp |
| Employer contribution / active EE | $14,527 | $2,801+418.5% | $3,944+268.4% | $2,756+427.2% |
| Participant deferral / active EE | $0 | $6,822-100.0% | $8,086-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9,621 | $5,899+63.1% | $7,900+21.8% | $6,935+38.7% |