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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 | $545,411 | $153,311+255.8% | $109,313+398.9% | $273,972+99.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 9.01% | 29.86%-20.8pp | 22.07%-13.1pp | 41.46%-32.4pp |
| Employer contribution / active EE | $22,856 | $5,619+306.7% | $3,892+487.2% | $4,869+369.4% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,572 | $8,076-80.5% | $5,666-72.3% | $10,133-84.5% |