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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 | $602,721 | $162,821+270.2% | $133,978+349.9% | $158,982+279.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.10% | 41.95%-34.8pp | 45.10%-38.0pp | 302.99%-295.9pp |
| Employer contribution / active EE | $10,073 | $4,976+102.4% | $3,919+157.0% | $4,763+111.5% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,029 | $11,742-74.2% | $8,930-66.1% | $11,252-73.1% |