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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 | $773,655 | $254,759+203.7% | $216,567+257.2% | $198,609+289.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 10.35% | 10.04%+0.3pp | 12.94%-2.6pp | 202.70%-192.3pp |
| Employer contribution / active EE | $15,000 | $6,096+146.0% | $5,216+187.6% | $5,055+196.7% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $16,212 | $26,311-38.4% | $21,981-26.2% | $19,030-14.8% |