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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 | $480,639 | $92,219+421.2% | $76,767+526.1% | $135,380+255.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 7.66% | 5.46%+2.2pp | 2.43%+5.2pp | 519.81%-512.1pp |
| Employer contribution / active EE | $17,567 | $3,216+446.3% | $2,485+606.9% | $4,779+267.6% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,746 | $10,749-46.5% | $6,675-13.9% | $10,828-46.9% |