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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 | $560,050 | $167,353+234.7% | $143,797+289.5% | $134,545+316.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 4.93% | 0.48%+4.5pp | -0.04%+5.0pp | 418.37%-413.4pp |
| Employer contribution / active EE | $1,267 | $5,620-77.5% | $4,952-74.4% | $4,742-73.3% |
| Participant deferral / active EE | $2,071 | $6,447-67.9% | $5,638-63.3% | $6,401-67.6% |
| Admin fee / account holder | $231,328 | $18,096+1178.4% | $14,679+1475.9% | $11,431+1923.7% |