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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 | $466,083 | $136,860+240.6% | $120,344+287.3% | $154,746+201.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 9.69% | 21.38%-11.7pp | 20.30%-10.6pp | 172.34%-162.6pp |
| Employer contribution / active EE | $27,983 | $3,533+692.0% | $3,020+826.6% | $4,379+539.0% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $26,065 | $15,393+69.3% | $12,742+104.6% | $14,365+81.4% |