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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 | $597,971 | $110,240+442.4% | $96,544+519.4% | $139,487+328.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 32.63% | 26.41%+6.2pp | 25.88%+6.7pp | 373.84%-341.2pp |
| Employer contribution / active EE | $14,485 | $3,622+299.9% | $2,966+388.3% | $4,755+204.6% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $246,230 | $11,602+2022.2% | $8,254+2883.0% | $11,407+2058.5% |