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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 | $304,140 | $223,823+35.9% | $211,142+44.0% | $154,746+96.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.76% | 50.39%-37.6pp | 46.84%-34.1pp | 172.34%-159.6pp |
| Employer contribution / active EE | $24,500 | $6,787+261.0% | $6,442+280.3% | $4,379+459.5% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,939 | $19,707-44.5% | $19,076-42.7% | $14,365-23.8% |