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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 | $383,240 | $172,111+122.7% | $150,298+155.0% | $137,256+179.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 86.91% | 69.37%+17.5pp | 62.79%+24.1pp | 220.34%-133.4pp |
| Employer contribution / active EE | $29,536 | $4,636+537.1% | $4,154+611.0% | $4,156+610.7% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,103 | $16,471-87.2% | $14,116-85.1% | $12,270-82.9% |