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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 | $86,922+799.6% | $102,438+663.3% | $80,874+866.9% |
| Participation rate | 79.3% | 72.4%+6.9pp | 76.5%+2.8pp | 67.6%+11.7pp |
| Annual return | 0.00% | 18.90%-18.9pp | 29.37%-29.4pp | 35.62%-35.6pp |
| Employer contribution / active EE | $61,563 | $2,369+2498.2% | $3,024+1936.0% | $2,756+2134.1% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $52,027 | $8,050+546.3% | $9,448+450.7% | $6,935+650.2% |