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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 | $1,152,685 | $213,785+439.2% | $185,441+521.6% | $155,188+642.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 9.39% | 19.97%-10.6pp | 20.16%-10.8pp | 148.84%-139.5pp |
| Employer contribution / active EE | $2,500 | $5,393-53.6% | $4,672-46.5% | $4,248-41.1% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $110,239 | $21,134+421.6% | $17,890+516.2% | $14,480+661.3% |