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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 | $331,167 | $201,372+64.5% | $184,260+79.7% | $145,884+127.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.52% | 29.04%-15.5pp | 28.84%-15.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $41,643 | $7,024+492.9% | $6,427+547.9% | $4,662+793.2% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $117,547 | $16,362+618.4% | $13,898+745.8% | $13,392+777.8% |