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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 | $501,824 | $85,515+486.8% | $112,040+347.9% | $67,986+638.1% |
| Participation rate | 98.0% | 68.2%+29.8pp | 76.5%+21.5pp | 57.2%+40.8pp |
| Annual return | 39.11% | 29.68%+9.4pp | 24.52%+14.6pp | 31.67%+7.4pp |
| Employer contribution / active EE | $19,711 | $2,191+799.6% | $2,954+567.3% | $2,019+876.4% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $11,610 | $3,774+207.7% | $12,098-4.0% | $3,203+262.4% |