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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 | $587,104 | $132,310+343.7% | $105,754+455.2% | $273,972+114.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 7.79% | 10.08%-2.3pp | 12.25%-4.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $26,167 | $4,867+437.7% | $4,079+541.5% | $4,869+437.4% |
| Participant deferral / active EE | $227 | $6,233-96.4% | $5,326-95.7% | $5,287-95.7% |
| Admin fee / account holder | $65,693 | $12,036+445.8% | $8,309+690.6% | $10,133+548.3% |