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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 | $934,512 | $110,278+747.4% | $95,740+876.1% | $139,466+570.1% |
| Participation rate | 71.4% | 75.7%-4.3pp | 72.3%-0.8pp | 80.3%-8.9pp |
| Annual return | 30.03% | 27.19%+2.8pp | 28.41%+1.6pp | 373.66%-343.6pp |
| Employer contribution / active EE | $22,429 | $3,260+587.9% | $2,836+690.8% | $4,754+371.8% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $20,157 | $6,613+204.8% | $5,676+255.1% | $11,409+76.7% |