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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 | $302,417 | $211,105+43.3% | $178,449+69.5% | $145,978+107.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.12% | 30.19%-17.1pp | 27.09%-14.0pp | 550.52%-537.4pp |
| Employer contribution / active EE | $27,450 | $4,569+500.8% | $3,951+594.8% | $4,662+488.8% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,305 | $12,017-80.8% | $10,362-77.8% | $13,400-82.8% |