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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 | $513,157 | $407,956+25.8% | $299,830+71.1% | $198,609+158.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 78.5%+21.5pp | 82.4%+17.6pp |
| Annual return | 8.79% | 6.66%+2.1pp | 10.58%-1.8pp | 202.70%-193.9pp |
| Employer contribution / active EE | $14,020 | $7,661+83.0% | $5,842+140.0% | $5,055+177.3% |
| Participant deferral / active EE | $0 | $8,628-100.0% | $7,038-100.0% | $6,977-100.0% |
| Admin fee / account holder | $28,348 | $73,031-61.2% | $50,982-44.4% | $19,030+49.0% |