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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 | $391,394+61.3% | $342,983+84.0% | $461,066+36.9% |
| Participation rate | 100.0% | 89.0%+11.0pp | 88.2%+11.8pp | 87.7%+12.3pp |
| Annual return | 14.23% | -3.77%+18.0pp | -2.60%+16.8pp | 484.84%-470.6pp |
| Employer contribution / active EE | $38,297 | $8,803+335.1% | $7,825+389.4% | $9,163+317.9% |
| Participant deferral / active EE | $5,400 | $6,244-13.5% | $6,109-11.6% | $6,032-10.5% |
| Admin fee / account holder | $5,255 | $23,519-77.7% | $22,391-76.5% | $28,147-81.3% |