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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 | $101,778+152.3% | $164,975+55.6% | $80,925+217.3% |
| Participation rate | 88.2% | 71.8%+16.4pp | 78.6%+9.6pp | 67.7%+20.6pp |
| Annual return | 15.30% | 16.73%-1.4pp | 70.12%-54.8pp | 35.65%-20.3pp |
| Employer contribution / active EE | $15,620 | $2,954+428.8% | $4,343+259.7% | $2,756+466.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,435 | $8,221+26.9% | $12,688-17.8% | $6,940+50.4% |