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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 | $493,766 | $138,312+257.0% | $122,979+301.5% | $155,188+218.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 10.70% | 22.06%-11.4pp | 20.12%-9.4pp | 148.84%-138.1pp |
| Employer contribution / active EE | $27,213 | $3,530+670.8% | $3,062+788.6% | $4,248+540.6% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $14,122 | $15,089-6.4% | $12,864+9.8% | $14,480-2.5% |