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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 | $114,712+283.8% | $173,730+153.4% | $87,485+403.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 18.61% | 20.18%-1.6pp | 19.96%-1.3pp | 26.06%-7.5pp |
| Employer contribution / active EE | $8,889 | $2,904+206.1% | $4,577+94.2% | $2,596+242.4% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,107 | $10,210-59.8% | $17,523-76.6% | $7,775-47.2% |