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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 | $615,117 | $115,911+430.7% | $100,530+511.9% | $158,950+287.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.68% | 34.80%-22.1pp | 30.89%-18.2pp | 302.91%-290.2pp |
| Employer contribution / active EE | $2,769 | $4,104-32.5% | $3,418-19.0% | $4,762-41.8% |
| Participant deferral / active EE | $0 | $6,676-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18,265 | $10,999+66.1% | $8,083+126.0% | $11,248+62.4% |