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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 | $372,466 | $315,200+18.2% | $238,191+56.4% | $155,188+140.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 14.18% | 10.25%+3.9pp | 13.02%+1.2pp | 148.84%-134.7pp |
| Employer contribution / active EE | $22,179 | $6,383+247.5% | $5,082+336.4% | $4,248+422.1% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $6,726-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,434 | $48,031-90.8% | $34,582-87.2% | $14,480-69.4% |