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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 | $528,120 | $114,712+360.4% | $173,730+204.0% | $87,485+503.7% |
| Participation rate | 98.5% | 73.0%+25.5pp | 79.6%+18.9pp | 68.9%+29.6pp |
| Annual return | 16.28% | 20.18%-3.9pp | 19.96%-3.7pp | 26.06%-9.8pp |
| Employer contribution / active EE | $10,444 | $2,904+259.7% | $4,577+128.2% | $2,596+302.3% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $149,614 | $10,210+1365.4% | $17,523+753.8% | $7,775+1824.3% |