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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 | $463,135 | $215,361+115.1% | $171,082+170.7% | $273,972+69.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 18.79% | 25.14%-6.3pp | 32.56%-13.8pp | 41.46%-22.7pp |
| Employer contribution / active EE | $22,000 | $4,967+342.9% | $4,002+449.7% | $4,869+351.9% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $22,348 | $10,846+106.0% | $8,520+162.3% | $10,133+120.6% |