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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 | $572,433 | $135,905+321.2% | $126,068+354.1% | $198,609+188.2% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 7.38% | 14.07%-6.7pp | 15.01%-7.6pp | 202.70%-195.3pp |
| Employer contribution / active EE | $10,360 | $4,245+144.0% | $3,968+161.1% | $5,055+104.9% |
| Participant deferral / active EE | $0 | $8,523-100.0% | $8,214-100.0% | $6,977-100.0% |
| Admin fee / account holder | $208,212 | $21,036+889.8% | $18,264+1040.0% | $19,030+994.1% |