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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 | $387,899 | $72,273+436.7% | $101,275+283.0% | $79,856+385.7% |
| Participation rate | 76.5% | 68.5%+8.0pp | 75.8%+0.7pp | 69.6%+6.8pp |
| Annual return | 227.67% | 22.30%+205.4pp | 46.48%+181.2pp | 31.71%+196.0pp |
| Employer contribution / active EE | $4,931 | $2,691+83.2% | $3,660+34.7% | $2,471+99.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,077 | $4,401-52.8% | $5,948-65.1% | $5,306-60.9% |