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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 | $257,685 | $72,492+255.5% | $87,102+195.8% | $72,983+253.1% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.9%+20.3pp | 69.5%+27.7pp |
| Annual return | 17.46% | 24.46%-7.0pp | 28.19%-10.7pp | 81.01%-63.5pp |
| Employer contribution / active EE | $11,429 | $1,894+503.5% | $2,521+353.3% | $2,440+368.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,643 | $5,055+51.2% | $7,491+2.0% | $5,124+49.2% |