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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 | $617,782 | $75,963+713.3% | $97,995+530.4% | $70,126+781.0% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 12.85% | 19.26%-6.4pp | 23.94%-11.1pp | 73.15%-60.3pp |
| Employer contribution / active EE | $27,545 | $3,278+740.2% | $4,158+562.4% | $2,343+1075.9% |
| Participant deferral / active EE | $0 | $4,053-100.0% | $5,097-100.0% | $3,332-100.0% |
| Admin fee / account holder | $79,855 | $5,407+1376.9% | $5,943+1243.6% | $4,645+1619.0% |