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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 | $583,902 | $199,109+193.3% | $173,730+236.1% | $154,746+277.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.66% | 20.02%-8.4pp | 19.96%-8.3pp | 172.34%-160.7pp |
| Employer contribution / active EE | $8,000 | $5,311+50.6% | $4,577+74.8% | $4,379+82.7% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $30,146 | $20,916+44.1% | $17,523+72.0% | $14,365+109.9% |