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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 | $631,234 | $375,661+68.0% | $312,151+102.2% | $382,429+65.1% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 14.23% | 0.11%+14.1pp | 1.82%+12.4pp | 248.85%-234.6pp |
| Employer contribution / active EE | $38,297 | $9,697+294.9% | $8,031+376.8% | $8,036+376.6% |
| Participant deferral / active EE | $5,400 | $5,737-5.9% | $5,370+0.6% | $5,727-5.7% |
| Admin fee / account holder | $5,255 | $64,308-91.8% | $51,799-89.9% | $30,732-82.9% |