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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 | $442,958 | $106,524+315.8% | $152,301+190.8% | $87,485+406.3% |
| Participation rate | 86.1% | 75.8%+10.4pp | 82.4%+3.7pp | 68.9%+17.2pp |
| Annual return | 14.26% | 26.89%-12.6pp | 80.50%-66.2pp | 26.06%-11.8pp |
| Employer contribution / active EE | $14,676 | $3,371+335.3% | $4,624+217.4% | $2,596+465.3% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $81,381 | $8,287+882.1% | $14,398+465.2% | $7,775+946.7% |