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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 | $407,681 | $97,765+317.0% | $103,486+293.9% | $145,884+179.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.77% | 25.44%-13.7pp | 23.93%-12.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $14,142 | $4,687+201.7% | $4,679+202.2% | $4,662+203.3% |
| Participant deferral / active EE | $0 | $6,606-100.0% | $6,628-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,215 | $12,505-90.3% | $9,354-87.0% | $13,392-90.9% |