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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 | $277,426 | $138,385+100.5% | $184,200+50.6% | $80,874+243.0% |
| Participation rate | 98.4% | 83.9%+14.5pp | 86.8%+11.6pp | 67.6%+30.7pp |
| Annual return | 19.99% | 20.02%0pp | 28.80%-8.8pp | 35.62%-15.6pp |
| Employer contribution / active EE | $18,839 | $4,849+288.5% | $6,424+193.3% | $2,756+583.7% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,898 | $10,483-15.1% | $13,907-36.0% | $6,935+28.3% |