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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 | $440,259 | $123,478+256.5% | $216,567+103.3% | $94,015+368.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 18.61% | 23.61%-5.0pp | 12.94%+5.7pp | 17.84%+0.8pp |
| Employer contribution / active EE | $8,889 | $3,136+183.5% | $5,216+70.4% | $2,790+218.6% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4,107 | $12,753-67.8% | $21,981-81.3% | $8,951-54.1% |