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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 | $573,821 | $211,288+171.6% | $178,540+221.4% | $145,884+293.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.66% | 30.27%-21.6pp | 27.15%-18.5pp | 551.85%-543.2pp |
| Employer contribution / active EE | $45,037 | $4,574+884.7% | $3,953+1039.3% | $4,662+866.0% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $28,339 | $12,105+134.1% | $10,424+171.9% | $13,392+111.6% |