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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 | $614,294 | $155,555+294.9% | $146,866+318.3% | $155,188+295.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.71% | 115.41%-100.7pp | 102.85%-88.1pp | 148.84%-134.1pp |
| Employer contribution / active EE | $7,500 | $4,647+61.4% | $4,425+69.5% | $4,248+76.6% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $19,010 | $14,755+28.8% | $13,620+39.6% | $14,480+31.3% |