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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 | $532,244 | $199,109+167.3% | $173,730+206.4% | $154,746+243.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 10.25% | 20.02%-9.8pp | 19.96%-9.7pp | 172.34%-162.1pp |
| Employer contribution / active EE | $20,203 | $5,311+280.4% | $4,577+341.4% | $4,379+361.4% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,391 | $20,916-93.4% | $17,523-92.1% | $14,365-90.3% |