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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 | $905,874 | $153,769+489.1% | $133,975+576.2% | $273,972+230.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.89% | 36.51%-29.6pp | 29.29%-22.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $20,544 | $6,029+240.8% | $5,211+294.2% | $4,869+322.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $31,000 | $11,765+163.5% | $9,324+232.5% | $10,133+205.9% |