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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 | $264,284 | $106,749+147.6% | $145,433+81.7% | $82,448+220.5% |
| Participation rate | 98.4% | 75.6%+22.7pp | 82.1%+16.3pp | 68.1%+30.3pp |
| Annual return | 16.39% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $24,492 | $3,444+611.1% | $4,554+437.8% | $2,551+860.1% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $18,741 | $8,390+123.4% | $13,129+42.7% | $7,234+159.1% |