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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 | $498,962 | $81,487+512.3% | $102,412+387.2% | $80,935+516.5% |
| Participation rate | 95.8% | 66.8%+29.0pp | 74.5%+21.3pp | 67.7%+28.2pp |
| Annual return | 29.65% | 25.60%+4.1pp | 24.94%+4.7pp | 35.66%-6.0pp |
| Employer contribution / active EE | $13,999 | $3,103+351.2% | $3,870+261.7% | $2,757+407.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,777 | $6,717+0.9% | $8,388-19.2% | $6,924-2.1% |