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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 | $264,085 | $80,985+226.1% | $96,576+173.4% | $75,181+251.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 26.77% | 27.05%-0.3pp | 25.87%+0.9pp | 160.69%-133.9pp |
| Employer contribution / active EE | $11,538 | $2,282+405.5% | $2,965+289.2% | $2,671+332.1% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $22,290 | $6,719+231.8% | $8,253+170.1% | $5,650+294.5% |