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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 | $678,545 | $96,558+602.7% | $80,977+737.9% | $273,972+147.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 10.37% | 15.14%-4.8pp | 17.11%-6.7pp | 41.46%-31.1pp |
| Employer contribution / active EE | $34,611 | $4,869+610.9% | $3,715+831.8% | $4,869+610.9% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,274 | $7,493-43.0% | $5,517-22.5% | $10,133-57.8% |