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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 | $667,266 | $181,896+266.8% | $156,551+326.2% | $273,972+143.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.56% | 30.74%-26.2pp | 32.23%-27.7pp | 41.46%-36.9pp |
| Employer contribution / active EE | $17,500 | $6,248+180.1% | $5,501+218.1% | $4,869+259.4% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,422 | $15,560-26.6% | $13,028-12.3% | $10,133+12.7% |