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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 | $300,450 | $254,759+17.9% | $216,567+38.7% | $198,609+51.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 5.87% | 10.04%-4.2pp | 12.94%-7.1pp | 202.70%-196.8pp |
| Employer contribution / active EE | $19,322 | $6,096+216.9% | $5,216+270.4% | $5,055+282.2% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $837 | $26,311-96.8% | $21,981-96.2% | $19,030-95.6% |