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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 | $802,578 | $109,359+633.9% | $162,177+394.9% | $72,975+999.8% |
| Participation rate | 98.3% | 84.3%+14.0pp | 87.6%+10.7pp | 69.5%+28.8pp |
| Annual return | 18.60% | 25.46%-6.9pp | 115.60%-97.0pp | 81.01%-62.4pp |
| Employer contribution / active EE | $46,300 | $3,907+1084.9% | $5,613+724.9% | $2,440+1797.5% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,473 | $7,972-6.2% | $10,843-31.1% | $5,124+45.9% |