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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 | $531,755 | $112,729+371.7% | $98,716+438.7% | $137,256+287.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.95% | 38.48%-25.5pp | 31.81%-18.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $12,727 | $2,725+367.0% | $2,279+458.6% | $4,156+206.2% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,450 | $10,129-6.7% | $8,703+8.6% | $12,270-23.0% |