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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 | $287,234 | $201,259+42.7% | $184,200+55.9% | $145,959+96.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.06% | 28.98%-11.9pp | 28.80%-11.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $9,431 | $7,018+34.4% | $6,424+46.8% | $4,661+102.4% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10,048 | $16,372-38.6% | $13,907-27.8% | $13,398-25.0% |