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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 | $256,743 | $101,795+152.2% | $165,100+55.5% | $80,959+217.1% |
| Participation rate | 88.2% | 71.8%+16.4pp | 78.6%+9.6pp | 67.7%+20.6pp |
| Annual return | 15.30% | 16.73%-1.4pp | 70.21%-54.9pp | 35.67%-20.4pp |
| Employer contribution / active EE | $15,620 | $2,954+428.8% | $4,348+259.2% | $2,757+466.5% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,435 | $8,221+26.9% | $12,696-17.8% | $6,925+50.7% |