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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 | $622,631 | $177,595+250.6% | $148,496+319.3% | $198,609+213.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.42% | 9.97%+2.4pp | 12.33%+0.1pp | 202.70%-190.3pp |
| Employer contribution / active EE | $34,135 | $4,098+733.0% | $3,497+876.0% | $5,055+575.2% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $101,058 | $27,010+274.1% | $19,547+417.0% | $19,030+431.0% |