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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 | $2,190,924 | $275,752+694.5% | $256,809+753.1% | $198,609+1003.1% |
| Participation rate | 78.6% | 89.2%-10.6pp | 88.5%-10.0pp | 82.4%-3.8pp |
| Annual return | 8.06% | 34.81%-26.8pp | 32.73%-24.7pp | 202.70%-194.6pp |
| Employer contribution / active EE | $21,944 | $7,721+184.2% | $7,263+202.1% | $5,055+334.1% |
| Participant deferral / active EE | $2,866 | $10,037-71.4% | $9,520-69.9% | $6,977-58.9% |
| Admin fee / account holder | $40,971 | $25,716+59.3% | $25,146+62.9% | $19,030+115.3% |