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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 | $353,041 | $254,759+38.6% | $216,567+63.0% | $198,609+77.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 4.49% | 10.04%-5.5pp | 12.94%-8.5pp | 202.70%-198.2pp |
| Employer contribution / active EE | $21,536 | $6,096+253.2% | $5,216+312.9% | $5,055+326.0% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $7,106 | $26,311-73.0% | $21,981-67.7% | $19,030-62.7% |