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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 | $891,644 | $82,032+986.9% | $123,104+624.3% | $59,632+1395.2% |
| Participation rate | 92.0% | 83.2%+8.8pp | 86.8%+5.2pp | 68.7%+23.3pp |
| Annual return | 7.76% | 5.12%+2.6pp | 13.22%-5.5pp | 2041.32%-2033.6pp |
| Employer contribution / active EE | $18,924 | $3,297+474.0% | $5,151+267.4% | $2,203+759.2% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $41,342 | $5,881+603.0% | $9,015+358.6% | $4,297+862.1% |