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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 | $526,860 | $149,679+252.0% | $117,039+350.2% | $147,586+257.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 12.07% | 19.31%-7.2pp | 18.95%-6.9pp | 578.59%-566.5pp |
| Employer contribution / active EE | $5,463 | $4,937+10.7% | $3,785+44.3% | $4,876+12.0% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,733 | $7,856+74.8% | $5,974+129.9% | $10,886+26.2% |