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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 | $1,281,310 | $184,014+596.3% | $161,149+695.1% | $138,895+822.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.62% | 21.52%-6.9pp | 21.16%-6.5pp | 145.39%-130.8pp |
| Employer contribution / active EE | $7,007 | $5,055+38.6% | $4,360+60.7% | $4,194+67.1% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $17,244 | $18,027-4.3% | $15,194+13.5% | $12,562+37.3% |