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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 | $419,717 | $80,983+418.3% | $96,544+334.7% | $75,177+458.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 19.60% | 27.05%-7.5pp | 25.88%-6.3pp | 160.75%-141.1pp |
| Employer contribution / active EE | $6,452 | $2,282+182.7% | $2,966+117.5% | $2,671+141.5% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,323 | $6,717-5.9% | $8,254-23.4% | $5,651+11.9% |