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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 | $378,393 | $123,793+205.7% | $177,848+112.8% | $79,856+373.8% |
| Participation rate | 97.1% | 84.7%+12.5pp | 87.7%+9.4pp | 69.6%+27.5pp |
| Annual return | 18.16% | 22.82%-4.7pp | 48.33%-30.2pp | 31.71%-13.5pp |
| Employer contribution / active EE | $12,074 | $4,095+194.8% | $5,919+104.0% | $2,471+388.6% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $19,371 | $7,243+167.5% | $12,431+55.8% | $5,306+265.0% |