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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 | $106,749+315.0% | $145,433+204.6% | $82,448+437.3% |
| Participation rate | 86.1% | 75.6%+10.5pp | 82.1%+4.0pp | 68.1%+18.0pp |
| Annual return | 14.26% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $14,676 | $3,444+326.1% | $4,554+222.2% | $2,551+475.3% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $81,381 | $8,390+870.0% | $13,129+519.9% | $7,234+1024.9% |