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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 | $1,141,330 | $110,379+934.0% | $102,412+1014.4% | $145,884+682.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 14.94% | 24.84%-9.9pp | 24.94%-10.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $45,934 | $4,216+989.5% | $3,870+1087.0% | $4,662+885.2% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $32,576 | $9,745+234.3% | $8,388+288.4% | $13,392+143.3% |