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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 | $324,027 | $201,344+60.9% | $184,243+75.9% | $145,877+122.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.68% | 29.01%-18.3pp | 28.82%-18.1pp | 551.28%-540.6pp |
| Employer contribution / active EE | $21,855 | $7,022+211.2% | $6,427+240.1% | $4,663+368.7% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $18,340 | $16,382+12.0% | $13,914+31.8% | $13,402+36.8% |