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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 | $275,317 | $201,370+36.7% | $184,256+49.4% | $145,897+88.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.17% | 29.05%-9.9pp | 28.85%-9.7pp | 552.29%-533.1pp |
| Employer contribution / active EE | $10,000 | $7,024+42.4% | $6,427+55.6% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,181 | $16,364-86.7% | $13,899-84.3% | $13,390-83.7% |