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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 | $782,484 | $92,219+748.5% | $76,767+919.3% | $135,380+478.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 7.56% | 5.46%+2.1pp | 2.43%+5.1pp | 519.81%-512.2pp |
| Employer contribution / active EE | $49,402 | $3,216+1436.2% | $2,485+1887.8% | $4,779+933.8% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,151 | $10,749-42.8% | $6,675-7.9% | $10,828-43.2% |