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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 | $615,948 | $64,729+851.6% | $112,263+448.7% | $68,490+799.3% |
| Participation rate | 98.9% | 67.2%+31.7pp | 75.1%+23.8pp | 67.9%+31.0pp |
| Annual return | 13.30% | -11.40%+24.7pp | 27.49%-14.2pp | -7.85%+21.2pp |
| Employer contribution / active EE | $18,252 | $2,746+564.7% | $3,636+402.0% | $2,597+602.9% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $16,947 | $5,222+224.5% | $6,410+164.4% | $5,403+213.7% |