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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 | $86,922+707.6% | $102,438+585.3% | $80,874+768.0% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.6%+24.4pp |
| Annual return | 24.51% | 18.90%+5.6pp | 29.37%-4.9pp | 35.62%-11.1pp |
| Employer contribution / active EE | $21,950 | $2,369+826.4% | $3,024+626.0% | $2,756+696.6% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,137 | $8,050+50.8% | $9,448+28.5% | $6,935+75.0% |