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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 | $493,590 | $86,050+473.6% | $189,758+160.1% | $94,015+425.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 12.76% | 17.77%-5.0pp | 52.62%-39.9pp | 17.84%-5.1pp |
| Employer contribution / active EE | $21,619 | $2,819+666.8% | $4,767+353.6% | $2,790+674.9% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $11,920 | $6,627+79.9% | $20,388-41.5% | $8,951+33.2% |