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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 | $400,129 | $211,239+89.4% | $178,528+124.1% | $145,877+174.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.98% | 30.22%-19.2pp | 27.11%-16.1pp | 551.28%-540.3pp |
| Employer contribution / active EE | $11,187 | $4,570+144.8% | $3,950+183.2% | $4,663+139.9% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,165 | $12,095-73.8% | $10,419-69.6% | $13,402-76.4% |