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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 | $478,150 | $185,312+158.0% | $161,489+196.1% | $154,746+209.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.28% | 103.84%-90.6pp | 89.72%-76.4pp | 172.34%-159.1pp |
| Employer contribution / active EE | $14,631 | $4,769+206.8% | $4,268+242.8% | $4,379+234.1% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $13,556 | $18,654-27.3% | $16,006-15.3% | $14,365-5.6% |