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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 | $855,675 | $211,224+305.1% | $178,505+379.4% | $145,897+486.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.98% | 30.28%-19.3pp | 27.16%-16.2pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,623 | $4,577-64.5% | $3,955-59.0% | $4,663-65.2% |
| Participant deferral / active EE | $360 | $6,966-94.8% | $6,280-94.3% | $6,689-94.6% |
| Admin fee / account holder | $3,127 | $12,109-74.2% | $10,428-70.0% | $13,390-76.6% |