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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 | $351,925 | $86,050+309.0% | $189,758+85.5% | $94,015+274.3% |
| Participation rate | 96.7% | 68.9%+27.8pp | 79.8%+16.9pp | 70.8%+25.8pp |
| Annual return | 10.93% | 17.77%-6.8pp | 52.62%-41.7pp | 17.84%-6.9pp |
| Employer contribution / active EE | $19,800 | $2,819+602.3% | $4,767+315.4% | $2,790+609.7% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $24,068 | $6,627+263.2% | $20,388+18.1% | $8,951+168.9% |