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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 | $394,470 | $138,312+185.2% | $122,979+220.8% | $155,188+154.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 12.54% | 22.06%-9.5pp | 20.12%-7.6pp | 148.84%-136.3pp |
| Employer contribution / active EE | $4,565 | $3,530+29.3% | $3,062+49.1% | $4,248+7.5% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $61,087 | $15,089+304.8% | $12,864+374.9% | $14,480+321.9% |