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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 | $598,294 | $93,064+542.9% | $74,577+702.3% | $273,972+118.4% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 8.71% | 26.18%-17.5pp | 20.47%-11.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $10,942 | $3,160+246.3% | $2,525+333.3% | $4,869+124.7% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,083 | $5,273+110.2% | $4,138+167.8% | $10,133+9.4% |