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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 | $971,229 | $73,955+1213.3% | $96,520+906.2% | $75,181+1191.9% |
| Participation rate | 97.7% | 66.4%+31.3pp | 74.3%+23.3pp | 67.2%+30.5pp |
| Annual return | 69.81% | 26.72%+43.1pp | 35.72%+34.1pp | 160.69%-90.9pp |
| Employer contribution / active EE | $1,590 | $2,930-45.7% | $3,739-57.5% | $2,671-40.5% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $37,395 | $5,217+616.8% | $6,733+455.4% | $5,650+561.9% |