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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 | $425,215 | $108,825+290.7% | $156,181+172.3% | $82,448+415.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 14.28% | 20.59%-6.3pp | 64.87%-50.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,786 | $2,870-37.8% | $4,294-58.4% | $2,551-30.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $18,408 | $9,341+97.1% | $14,586+26.2% | $7,234+154.5% |