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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 | $323,282 | $134,817+139.8% | $123,973+160.8% | $155,188+108.3% |
| Participation rate | 94.7% | 79.4%+15.3pp | 76.7%+18.1pp | 80.8%+13.9pp |
| Annual return | 19.00% | 515.49%-496.5pp | 388.13%-369.1pp | 148.84%-129.8pp |
| Employer contribution / active EE | $13,395 | $4,425+202.7% | $4,126+224.7% | $4,248+215.3% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $16,029 | $13,245+21.0% | $11,799+35.9% | $14,480+10.7% |