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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 | $482,314 | $101,795+373.8% | $165,100+192.1% | $80,959+495.8% |
| Participation rate | 92.2% | 71.8%+20.3pp | 78.6%+13.5pp | 67.7%+24.5pp |
| Annual return | 13.40% | 16.73%-3.3pp | 70.21%-56.8pp | 35.67%-22.3pp |
| Employer contribution / active EE | $17,007 | $2,954+475.8% | $4,348+291.1% | $2,757+516.8% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $15,351 | $8,221+86.7% | $12,696+20.9% | $6,925+121.7% |