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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 | $694,420 | $308,351+125.2% | $255,893+171.4% | $428,746+62.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 88.2%+11.8pp |
| Annual return | 13.81% | -2.14%+15.9pp | -0.50%+14.3pp | 331.92%-318.1pp |
| Employer contribution / active EE | $23,456 | $6,439+264.3% | $5,407+333.8% | $8,363+180.5% |
| Participant deferral / active EE | $0 | $4,722-100.0% | $4,263-100.0% | $5,961-100.0% |
| Admin fee / account holder | $12,276 | $35,360-65.3% | $30,096-59.2% | $31,735-61.3% |