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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 | $645,181 | $201,344+220.4% | $184,243+250.2% | $145,877+342.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.15% | 29.01%-10.9pp | 28.82%-10.7pp | 551.28%-533.1pp |
| Employer contribution / active EE | $2,716 | $7,022-61.3% | $6,427-57.7% | $4,663-41.8% |
| Participant deferral / active EE | $100 | $9,807-99.0% | $9,132-98.9% | $6,691-98.5% |
| Admin fee / account holder | $4,358 | $16,382-73.4% | $13,914-68.7% | $13,402-67.5% |