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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 | $371,019 | $149,778+147.7% | $118,946+211.9% | $158,966+133.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 75.4%+13.5pp | 82.0%+6.9pp |
| Annual return | 19.34% | 19.95%-0.6pp | 35.89%-16.6pp | 302.95%-283.6pp |
| Employer contribution / active EE | $9,829 | $4,117+138.8% | $3,263+201.2% | $4,762+106.4% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,918 | $8,604-31.2% | $6,581-10.1% | $11,250-47.4% |