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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 | $743,639 | $138,385+437.4% | $184,243+303.6% | $80,925+818.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.07% | 20.02%-4.9pp | 28.82%-13.7pp | 35.65%-20.6pp |
| Employer contribution / active EE | $47,695 | $4,851+883.3% | $6,427+642.1% | $2,756+1630.4% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $22,869 | $10,489+118.0% | $13,914+64.4% | $6,940+229.5% |