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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 | $325,774 | $153,769+111.9% | $133,975+143.2% | $273,972+18.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.57% | 36.51%-30.9pp | 29.29%-23.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $14,733 | $6,029+144.4% | $5,211+182.7% | $4,869+202.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $44,259 | $11,765+276.2% | $9,324+374.7% | $10,133+336.8% |