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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 | $610,724 | $167,415+264.8% | $140,514+334.6% | $198,609+207.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 8.21% | 13.85%-5.6pp | 14.36%-6.1pp | 202.70%-194.5pp |
| Employer contribution / active EE | $11,146 | $4,088+172.7% | $3,378+229.9% | $5,055+120.5% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $60,776 | $16,730+263.3% | $13,697+343.7% | $19,030+219.4% |