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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 | $276,265 | $223,823+23.4% | $211,142+30.8% | $154,746+78.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.25% | 50.39%-35.1pp | 46.84%-31.6pp | 172.34%-157.1pp |
| Employer contribution / active EE | $4,000 | $6,787-41.1% | $6,442-37.9% | $4,379-8.7% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $62,500 | $19,707+217.1% | $19,076+227.6% | $14,365+335.1% |