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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 | $392,032 | $65,712+496.6% | $57,196+585.4% | $273,972+43.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.84% | 22.01%-12.2pp | 14.59%-4.8pp | 41.46%-31.6pp |
| Employer contribution / active EE | $11,770 | $3,280+258.8% | $2,683+338.7% | $4,869+141.8% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $20,240 | $4,838+318.4% | $3,141+544.5% | $10,133+99.8% |