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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 | $575,485 | $184,014+212.7% | $161,149+257.1% | $138,895+314.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 12.47% | 21.52%-9.0pp | 21.16%-8.7pp | 145.39%-132.9pp |
| Employer contribution / active EE | $3,333 | $5,055-34.1% | $4,360-23.5% | $4,194-20.5% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,906 | $18,027-78.3% | $15,194-74.3% | $12,562-68.9% |