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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 | $454,542 | $167,415+171.5% | $140,514+223.5% | $198,609+128.9% |
| Participation rate | 88.9% | 80.9%+8.0pp | 77.8%+11.1pp | 82.4%+6.5pp |
| Annual return | 13.90% | 13.85%0pp | 14.36%-0.5pp | 202.70%-188.8pp |
| Employer contribution / active EE | $13,799 | $4,088+237.6% | $3,378+308.5% | $5,055+173.0% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,810 | $16,730-77.2% | $13,697-72.2% | $19,030-80.0% |