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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 | $508,393 | $199,109+155.3% | $173,730+192.6% | $154,746+228.5% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.6%+6.1pp | 80.7%+5.0pp |
| Annual return | 12.48% | 20.02%-7.5pp | 19.96%-7.5pp | 172.34%-159.9pp |
| Employer contribution / active EE | $10,136 | $5,311+90.8% | $4,577+121.4% | $4,379+131.5% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,241 | $20,916-55.8% | $17,523-47.3% | $14,365-35.7% |