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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 | $603,740 | $123,155+390.2% | $108,753+455.1% | $155,188+289.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 8.99% | 44.73%-35.7pp | 37.47%-28.5pp | 148.84%-139.8pp |
| Employer contribution / active EE | $21,194 | $2,811+653.9% | $2,427+773.4% | $4,248+398.9% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $12,610 | $12,126+4.0% | $10,320+22.2% | $14,480-12.9% |