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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 | $902,222 | $228,395+295.0% | $185,861+385.4% | $158,982+467.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.37% | 40.82%-28.4pp | 35.96%-23.6pp | 302.99%-290.6pp |
| Employer contribution / active EE | $2,964 | $4,968-40.3% | $4,088-27.5% | $4,763-37.8% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,684 | $11,869-35.3% | $9,503-19.1% | $11,252-31.7% |