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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 | $462,855 | $125,797+267.9% | $170,028+172.2% | $75,181+515.7% |
| Participation rate | 85.0% | 83.6%+1.4pp | 87.0%-2.0pp | 67.2%+17.8pp |
| Annual return | 19.43% | 27.20%-7.8pp | 53.39%-34.0pp | 160.69%-141.3pp |
| Employer contribution / active EE | $31,058 | $4,616+572.8% | $6,788+357.6% | $2,671+1063.0% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,409-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,061 | $8,177-74.8% | $12,820-83.9% | $5,650-63.5% |