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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 | $499,221 | $167,415+198.2% | $140,514+255.3% | $198,609+151.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 12.13% | 13.85%-1.7pp | 14.36%-2.2pp | 202.70%-190.6pp |
| Employer contribution / active EE | $35,833 | $4,088+776.6% | $3,378+960.7% | $5,055+608.8% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,915 | $16,730-76.6% | $13,697-71.4% | $19,030-79.4% |