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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 | $454,955 | $88,707+412.9% | $74,184+513.3% | $273,972+66.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.76% | 11.94%-3.2pp | 17.74%-9.0pp | 41.46%-32.7pp |
| Employer contribution / active EE | $3,125 | $3,159-1.1% | $2,370+31.8% | $4,869-35.8% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,140 | $8,717-29.6% | $5,586+9.9% | $10,133-39.4% |