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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 | $732,712 | $111,814+555.3% | $103,378+608.8% | $145,978+401.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.90% | 24.80%-13.9pp | 24.91%-14.0pp | 550.52%-539.6pp |
| Employer contribution / active EE | $20,300 | $4,215+381.6% | $3,870+424.5% | $4,662+335.5% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,325 | $9,764-4.5% | $8,401+11.0% | $13,400-30.4% |