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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 | $833,075 | $181,896+358.0% | $156,551+432.1% | $273,972+204.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.49% | 30.74%-24.3pp | 32.23%-25.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $35,260 | $6,248+464.3% | $5,501+540.9% | $4,869+624.2% |
| Participant deferral / active EE | $857 | $5,550-84.6% | $4,871-82.4% | $5,287-83.8% |
| Admin fee / account holder | $3,156 | $15,560-79.7% | $13,028-75.8% | $10,133-68.9% |