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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 | $493,489 | $201,372+145.1% | $184,260+167.8% | $145,884+238.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.97% | 29.04%-18.1pp | 28.84%-17.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $23,778 | $7,024+238.6% | $6,427+269.9% | $4,662+410.0% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,665 | $16,362-77.6% | $13,898-73.6% | $13,392-72.6% |