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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 | $968,748 | $227,399+326.0% | $189,758+410.5% | $198,609+387.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.00% | 61.03%-51.0pp | 52.62%-42.6pp | 202.70%-192.7pp |
| Employer contribution / active EE | $18,000 | $5,526+225.7% | $4,767+277.6% | $5,055+256.1% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $66,850 | $25,162+165.7% | $20,388+227.9% | $19,030+251.3% |