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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 | $315,200+62.8% | $238,191+115.4% | $155,188+230.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 8.79% | 10.25%-1.5pp | 13.02%-4.2pp | 148.84%-140.1pp |
| Employer contribution / active EE | $14,020 | $6,383+119.7% | $5,082+175.9% | $4,248+230.0% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $6,726-100.0% | $6,531-100.0% |
| Admin fee / account holder | $28,348 | $48,031-41.0% | $34,582-18.0% | $14,480+95.8% |