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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 | $642,668 | $138,393+364.4% | $184,256+248.8% | $80,959+693.8% |
| Participation rate | 93.9% | 83.9%+10.0pp | 86.8%+7.1pp | 67.7%+26.2pp |
| Annual return | 17.44% | 20.01%-2.6pp | 28.85%-11.4pp | 35.67%-18.2pp |
| Employer contribution / active EE | $21,939 | $4,847+352.6% | $6,427+241.3% | $2,757+695.7% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $14,288 | $10,489+36.2% | $13,899+2.8% | $6,925+106.3% |