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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 | $279,778 | $108,825+157.1% | $156,181+79.1% | $82,448+239.3% |
| Participation rate | 95.1% | 72.4%+22.8pp | 78.8%+16.3pp | 68.1%+27.1pp |
| Annual return | 13.72% | 20.59%-6.9pp | 64.87%-51.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $11,493 | $2,870+300.5% | $4,294+167.6% | $2,551+350.5% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,422 | $9,341-42.0% | $14,586-62.8% | $7,234-25.1% |