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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 | $453,412 | $91,037+398.1% | $71,671+532.6% | $147,586+207.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 26.55% | 20.48%+6.1pp | 20.65%+5.9pp | 578.59%-552.0pp |
| Employer contribution / active EE | $2,023 | $3,327-39.2% | $2,460-17.8% | $4,876-58.5% |
| Participant deferral / active EE | $589 | $4,498-86.9% | $3,438-82.9% | $5,439-89.2% |
| Admin fee / account holder | $61,094 | $8,613+609.4% | $5,558+999.1% | $10,886+461.2% |