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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 | $473,685 | $101,778+365.4% | $164,975+187.1% | $80,925+485.3% |
| Participation rate | 96.7% | 71.8%+24.8pp | 78.6%+18.1pp | 67.7%+29.0pp |
| Annual return | 14.26% | 16.73%-2.5pp | 70.12%-55.9pp | 35.65%-21.4pp |
| Employer contribution / active EE | $18,211 | $2,954+516.5% | $4,343+319.4% | $2,756+560.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $26,356 | $8,221+220.6% | $12,688+107.7% | $6,940+279.8% |