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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 | $495,543 | $184,014+169.3% | $161,149+207.5% | $138,895+256.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.30% | 21.52%-6.2pp | 21.16%-5.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $41,025 | $5,055+711.5% | $4,360+840.9% | $4,194+878.1% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,619 | $18,027-68.8% | $15,194-63.0% | $12,562-55.3% |