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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 | $712,629 | $110,137+547.0% | $161,149+342.2% | $82,637+762.4% |
| Participation rate | 88.2% | 72.4%+15.9pp | 78.8%+9.4pp | 68.1%+20.2pp |
| Annual return | 14.57% | 20.69%-6.1pp | 21.16%-6.6pp | 53.51%-38.9pp |
| Employer contribution / active EE | $16,196 | $2,856+467.1% | $4,360+271.5% | $2,552+534.6% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $639 | $9,467-93.3% | $15,194-95.8% | $7,339-91.3% |