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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 | $855,179 | $100,970+747.0% | $96,576+785.5% | $137,256+523.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.88% | 38.16%-21.3pp | 38.47%-21.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $114 | $3,809-97.0% | $3,553-96.8% | $4,156-97.3% |
| Participant deferral / active EE | $417 | $8,286-95.0% | $7,956-94.8% | $6,407-93.5% |
| Admin fee / account holder | $43,294 | $11,312+282.7% | $11,381+280.4% | $12,270+252.8% |