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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 | $634,135 | $275,752+130.0% | $256,809+146.9% | $198,609+219.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 14.58% | 34.81%-20.2pp | 32.73%-18.1pp | 202.70%-188.1pp |
| Employer contribution / active EE | $28,660 | $7,721+271.2% | $7,263+294.6% | $5,055+466.9% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $27,579 | $25,716+7.2% | $25,146+9.7% | $19,030+44.9% |