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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 | $1,444,648 | $136,860+955.6% | $120,344+1100.4% | $154,746+833.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 21.59% | 21.38%+0.2pp | 20.30%+1.3pp | 172.34%-150.7pp |
| Employer contribution / active EE | $18,045 | $3,533+410.8% | $3,020+497.5% | $4,379+312.1% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,232 | $15,393-40.0% | $12,742-27.5% | $14,365-35.7% |