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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 | $1,077,312 | $161,352+567.7% | $134,172+702.9% | $137,256+684.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 14.81% | 28.72%-13.9pp | 25.30%-10.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $14,142 | $4,099+245.0% | $3,420+313.5% | $4,156+240.3% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,526 | $15,028-36.6% | $12,016-20.7% | $12,270-22.4% |