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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 | $424,304 | $93,598+353.3% | $135,974+212.0% | $75,173+464.4% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.3pp | 67.2%+29.0pp |
| Annual return | 18.82% | 30.89%-12.1pp | 68.30%-49.5pp | 160.72%-141.9pp |
| Employer contribution / active EE | $29,197 | $3,538+725.3% | $4,859+500.9% | $2,671+993.1% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $43,558 | $6,978+524.2% | $10,767+304.6% | $5,651+670.9% |