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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 | $900,296 | $153,311+487.2% | $109,313+723.6% | $273,972+228.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 9.08% | 29.86%-20.8pp | 22.07%-13.0pp | 41.46%-32.4pp |
| Employer contribution / active EE | $6,250 | $5,619+11.2% | $3,892+60.6% | $4,869+28.4% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,351 | $8,076-21.4% | $5,666+12.1% | $10,133-37.3% |