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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 | $568,959 | $201,344+182.6% | $184,243+208.8% | $145,877+290.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.92% | 29.01%-16.1pp | 28.82%-15.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $18,883 | $7,022+168.9% | $6,427+193.8% | $4,663+305.0% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $23,033 | $16,382+40.6% | $13,914+65.5% | $13,402+71.9% |