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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 | $669,579 | $96,558+593.5% | $80,977+726.9% | $273,972+144.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.27% | 15.14%-8.9pp | 17.11%-10.8pp | 41.46%-35.2pp |
| Employer contribution / active EE | $28,971 | $4,869+495.0% | $3,715+679.9% | $4,869+495.0% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,871 | $7,493+85.1% | $5,517+151.4% | $10,133+36.9% |