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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 | $955,448 | $73,978+1191.5% | $96,515+890.0% | $75,173+1171.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 33.56% | 26.72%+6.8pp | 35.73%-2.2pp | 160.72%-127.2pp |
| Employer contribution / active EE | $32,128 | $2,931+996.3% | $3,740+759.1% | $2,671+1102.9% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $29,783 | $5,219+470.7% | $6,735+342.2% | $5,651+427.1% |