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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 | $285,348 | $54,757+421.1% | $90,304+216.0% | $72,975+291.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.85% | 30.63%-7.8pp | 78.13%-55.3pp | 81.01%-58.2pp |
| Employer contribution / active EE | $13,497 | $2,093+544.8% | $2,855+372.8% | $2,440+453.1% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,195 | $3,973+131.4% | $5,354+71.7% | $5,124+79.4% |