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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 | $701,993 | $86,938+707.5% | $102,423+585.4% | $80,925+767.5% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.7%+24.3pp |
| Annual return | 24.51% | 18.89%+5.6pp | 29.42%-4.9pp | 35.65%-11.1pp |
| Employer contribution / active EE | $21,950 | $2,369+826.5% | $3,023+626.1% | $2,756+696.4% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,137 | $8,053+50.7% | $9,455+28.4% | $6,940+74.9% |