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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 | $319,485 | $124,351+156.9% | $109,188+192.6% | $167,553+90.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 27.44% | 26.04%+1.4pp | 25.76%+1.7pp | 478.89%-451.5pp |
| Employer contribution / active EE | $14,647 | $4,210+247.9% | $3,723+293.4% | $4,840+202.6% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $7,266 | $7,975-8.9% | $6,755+7.6% | $12,316-41.0% |