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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 | $86,949+707.4% | $102,460+585.1% | $80,959+767.1% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.7%+24.3pp |
| Annual return | 24.51% | 18.89%+5.6pp | 29.47%-5.0pp | 35.67%-11.2pp |
| Employer contribution / active EE | $21,950 | $2,370+826.3% | $3,025+625.6% | $2,757+696.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,137 | $8,048+50.8% | $9,460+28.3% | $6,925+75.3% |