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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 | $81,403+701.2% | $147,027+343.6% | $87,485+645.5% |
| Participation rate | 92.0% | 63.4%+28.6pp | 73.7%+18.3pp | 68.9%+23.1pp |
| Annual return | 16.30% | 16.51%-0.2pp | 20.23%-3.9pp | 26.06%-9.8pp |
| Employer contribution / active EE | $6,000 | $2,205+172.1% | $3,626+65.5% | $2,596+131.1% |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,933-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,610 | $6,755-31.8% | $12,223-62.3% | $7,775-40.7% |