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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 | $318,261 | $167,533+90.0% | $151,645+109.9% | $134,545+136.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -0.63% | 7.81%-8.4pp | 3.34%-4.0pp | 418.37%-419.0pp |
| Employer contribution / active EE | $8,179 | $6,828+19.8% | $6,165+32.7% | $4,742+72.5% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14,439 | $13,781+4.8% | $11,614+24.3% | $11,431+26.3% |