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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 | $747,429 | $140,592+431.6% | $123,106+507.1% | $125,388+496.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 6.61% | 16.80%-10.2pp | 13.22%-6.6pp | 282.24%-275.6pp |
| Employer contribution / active EE | $47,937 | $6,041+693.5% | $5,151+830.6% | $4,866+885.1% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $119,543 | $11,198+967.6% | $9,015+1226.1% | $9,541+1153.0% |