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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 | $830,164 | $181,896+356.4% | $156,551+430.3% | $273,972+203.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.84% | 30.74%-21.9pp | 32.23%-23.4pp | 41.46%-32.6pp |
| Employer contribution / active EE | $50,531 | $6,248+708.7% | $5,501+818.5% | $4,869+937.9% |
| Participant deferral / active EE | $1,145 | $5,550-79.4% | $4,871-76.5% | $5,287-78.3% |
| Admin fee / account holder | $28,271 | $15,560+81.7% | $13,028+117.0% | $10,133+179.0% |