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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 | $982,454 | $127,387+671.2% | $115,038+754.0% | $125,389+683.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 6.56% | 31.28%-24.7pp | 26.14%-19.6pp | 282.24%-275.7pp |
| Employer contribution / active EE | $9,960 | $5,166+92.8% | $4,608+116.2% | $4,866+104.7% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $10,498 | $9,516+10.3% | $8,175+28.4% | $9,541+10.0% |