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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 | $956,295 | $213,785+347.3% | $185,441+415.7% | $155,188+516.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 7.96% | 19.97%-12.0pp | 20.16%-12.2pp | 148.84%-140.9pp |
| Employer contribution / active EE | $20,000 | $5,393+270.9% | $4,672+328.1% | $4,248+370.8% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,900 | $21,134-67.4% | $17,890-61.4% | $14,480-52.3% |