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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 | $385,612 | $101,795+278.8% | $165,100+133.6% | $80,959+376.3% |
| Participation rate | 98.6% | 71.8%+26.8pp | 78.6%+20.0pp | 67.7%+30.9pp |
| Annual return | 11.12% | 16.73%-5.6pp | 70.21%-59.1pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,546 | $2,954-47.6% | $4,348-64.4% | $2,757-43.9% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,558 | $8,221-20.2% | $12,696-48.3% | $6,925-5.3% |