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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 | $438,787 | $92,219+375.8% | $76,767+471.6% | $135,380+224.1% |
| Participation rate | 95.7% | 79.8%+15.9pp | 77.0%+18.7pp | 82.6%+13.0pp |
| Annual return | 59.27% | 5.46%+53.8pp | 2.43%+56.8pp | 519.81%-460.5pp |
| Employer contribution / active EE | $21,739 | $3,216+576.0% | $2,485+774.7% | $4,779+354.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,408 | $10,749-40.4% | $6,675-4.0% | $10,828-40.8% |