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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 | $597,594 | $138,386+331.8% | $184,260+224.3% | $80,935+638.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 19.56% | 20.02%-0.5pp | 28.84%-9.3pp | 35.66%-16.1pp |
| Employer contribution / active EE | $21,628 | $4,851+345.9% | $6,427+236.5% | $2,757+684.6% |
| Participant deferral / active EE | $2,136 | $7,076-69.8% | $9,133-76.6% | $4,299-50.3% |
| Admin fee / account holder | $59,488 | $10,489+467.2% | $13,898+328.0% | $6,924+759.1% |