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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 | $790,235 | $85,515+824.1% | $112,040+605.3% | $67,986+1062.4% |
| Participation rate | 97.2% | 68.2%+29.0pp | 76.5%+20.7pp | 57.2%+40.0pp |
| Annual return | 14.63% | 29.68%-15.0pp | 24.52%-9.9pp | 31.67%-17.0pp |
| Employer contribution / active EE | $4,673 | $2,191+113.3% | $2,954+58.2% | $2,019+131.5% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $42,603 | $3,774+1029.0% | $12,098+252.1% | $3,203+1230.0% |