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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 | $541,046 | $106,524+407.9% | $152,301+255.2% | $87,485+518.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 19.73% | 26.89%-7.2pp | 80.50%-60.8pp | 26.06%-6.3pp |
| Employer contribution / active EE | $21,257 | $3,371+530.5% | $4,624+359.7% | $2,596+718.7% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,870 | $8,287-17.1% | $14,398-52.3% | $7,775-11.6% |