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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 | $587,384 | $211,239+178.1% | $178,528+229.0% | $145,877+302.7% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 12.27% | 30.22%-18.0pp | 27.11%-14.8pp | 551.28%-539.0pp |
| Employer contribution / active EE | $12,280 | $4,570+168.7% | $3,950+210.9% | $4,663+163.4% |
| Participant deferral / active EE | $874 | $6,963-87.5% | $6,278-86.1% | $6,691-86.9% |
| Admin fee / account holder | $4,993 | $12,095-58.7% | $10,419-52.1% | $13,402-62.7% |