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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 | $652,165 | $77,896+737.2% | $134,172+386.1% | $82,448+691.0% |
| Participation rate | 92.0% | 62.8%+29.2pp | 72.5%+19.5pp | 68.1%+23.9pp |
| Annual return | 16.30% | 18.21%-1.9pp | 25.30%-9.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $6,000 | $2,159+177.9% | $3,420+75.4% | $2,551+135.2% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,610 | $6,336-27.2% | $12,016-61.6% | $7,234-36.3% |