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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 | $399,053 | $251,004+59.0% | $191,597+108.3% | $138,895+187.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 9.84% | 31.05%-21.2pp | 27.07%-17.2pp | 145.39%-135.6pp |
| Employer contribution / active EE | $20,179 | $6,226+224.1% | $5,025+301.6% | $4,194+381.1% |
| Participant deferral / active EE | $0 | $8,154-100.0% | $6,850-100.0% | $6,396-100.0% |
| Admin fee / account holder | $14,985 | $31,471-52.4% | $22,799-34.3% | $12,562+19.3% |