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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 | $527,756 | $377,972+39.6% | $300,297+75.7% | $382,429+38.0% |
| Participation rate | 77.8% | 91.7%-14.0pp | 83.3%-5.5pp | 87.7%-10.0pp |
| Annual return | 8.70% | 4.19%+4.5pp | 6.06%+2.6pp | 248.85%-240.1pp |
| Employer contribution / active EE | $0 | $5,545-100.0% | $4,605-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $1,978 | $5,506-64.1% | $4,511-56.2% | $5,727-65.5% |
| Admin fee / account holder | $70,038 | $20,122+248.1% | $16,510+324.2% | $30,732+127.9% |