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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 | $503,106 | $71,872+600.0% | $86,691+480.3% | $68,495+634.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 21.11% | 3.53%+17.6pp | 35.94%-14.8pp | -7.84%+28.9pp |
| Employer contribution / active EE | $28,473 | $2,173+1210.3% | $2,837+903.7% | $2,596+996.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $68,587 | $6,112+1022.2% | $7,492+815.5% | $5,403+1169.4% |