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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 | $1,844,567 | $355,607+418.7% | $323,456+470.3% | $554,306+232.8% |
| Participation rate | 100.0% | 85.8%+14.2pp | 77.8%+22.2pp | 84.6%+15.4pp |
| Annual return | 22.34% | 14.31%+8.0pp | 13.47%+8.9pp | 10.47%+11.9pp |
| Employer contribution / active EE | $20,000 | $30,129-33.6% | $29,776-32.8% | $25,289-20.9% |
| Participant deferral / active EE | $0 | $8,255-100.0% | $7,386-100.0% | $3,690-100.0% |
| Admin fee / account holder | $37,466 | $8,428+344.5% | $10,251+265.5% | $49,540-24.4% |