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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 | $457,118 | $83,485+447.5% | $125,192+265.1% | $72,975+526.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.11% | 25.77%-5.7pp | 43.79%-23.7pp | 81.01%-60.9pp |
| Employer contribution / active EE | $11,157 | $2,346+375.6% | $3,866+188.6% | $2,440+357.2% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $14,529 | $5,518+163.3% | $9,704+49.7% | $5,124+183.5% |