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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 | $518,771 | $81,276+538.3% | $155,574+233.5% | $80,925+541.1% |
| Participation rate | 82.8% | 66.2%+16.5pp | 78.2%+4.5pp | 67.7%+15.1pp |
| Annual return | 14.44% | 33.36%-18.9pp | 64.87%-50.4pp | 35.65%-21.2pp |
| Employer contribution / active EE | $23,604 | $3,103+660.7% | $4,676+404.8% | $2,756+756.4% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $50,533 | $7,993+532.2% | $15,914+217.5% | $6,940+628.1% |