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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 | $402,499 | $95,188+322.8% | $76,518+426.0% | $135,380+197.3% |
| Participation rate | 95.8% | 74.4%+21.4pp | 68.0%+27.8pp | 82.6%+13.2pp |
| Annual return | 12.48% | 4.85%+7.6pp | -0.27%+12.7pp | 519.81%-507.3pp |
| Employer contribution / active EE | $2,637 | $3,303-20.2% | $2,647-0.4% | $4,779-44.8% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $39,258 | $6,249+528.2% | $4,849+709.7% | $10,828+262.6% |