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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 | $136,860+232.1% | $120,344+277.7% | $154,746+193.7% |
| Participation rate | 88.9% | 79.9%+9.0pp | 76.7%+12.2pp | 80.7%+8.2pp |
| Annual return | 13.90% | 21.38%-7.5pp | 20.30%-6.4pp | 172.34%-158.4pp |
| Employer contribution / active EE | $13,799 | $3,533+290.6% | $3,020+356.9% | $4,379+215.1% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,810 | $15,393-75.2% | $12,742-70.1% | $14,365-73.5% |