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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 | $463,431 | $201,259+130.3% | $184,200+151.6% | $145,959+217.5% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 16.70% | 28.98%-12.3pp | 28.80%-12.1pp | 561.95%-545.2pp |
| Employer contribution / active EE | $19,565 | $7,018+178.8% | $6,424+204.6% | $4,661+319.8% |
| Participant deferral / active EE | $2,593 | $9,806-73.6% | $9,132-71.6% | $6,689-61.2% |
| Admin fee / account holder | $330 | $16,372-98.0% | $13,907-97.6% | $13,398-97.5% |