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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 | $555,221 | $104,709+430.3% | $85,705+547.8% | $167,553+231.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 25.37% | 21.45%+3.9pp | 21.49%+3.9pp | 478.89%-453.5pp |
| Employer contribution / active EE | $13,176 | $3,338+294.7% | $2,619+403.1% | $4,840+172.3% |
| Participant deferral / active EE | $0 | $4,827-100.0% | $3,924-100.0% | $6,343-100.0% |
| Admin fee / account holder | $32,821 | $10,036+227.0% | $6,877+377.3% | $12,316+166.5% |