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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 | $648,974 | $117,859+450.6% | $102,438+533.5% | $145,959+344.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.83% | 31.72%-20.9pp | 29.37%-18.5pp | 561.95%-551.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,200 | $5,732-79.1% | $5,054-76.3% | $6,689-82.1% |
| Admin fee / account holder | $15,343 | $13,318+15.2% | $9,448+62.4% | $13,398+14.5% |