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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 | $781,957 | $86,938+799.4% | $102,423+663.5% | $80,925+866.3% |
| Participation rate | 79.3% | 72.4%+6.9pp | 76.5%+2.8pp | 67.7%+11.7pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.42%-29.4pp | 35.65%-35.6pp |
| Employer contribution / active EE | $61,563 | $2,369+2498.5% | $3,023+1936.5% | $2,756+2133.6% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $52,027 | $8,053+546.1% | $9,455+450.3% | $6,940+649.7% |