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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 | $787,687 | $57,541+1268.9% | $95,759+722.6% | $75,177+947.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 39.22% | 34.93%+4.3pp | 28.42%+10.8pp | 160.75%-121.5pp |
| Employer contribution / active EE | $14,704 | $1,808+713.4% | $2,836+418.4% | $2,671+450.5% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,953 | $4,099-3.5% | $5,678-30.4% | $5,651-30.0% |