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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 | $1,030,585 | $275,752+273.7% | $256,809+301.3% | $198,609+418.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.31% | 34.81%-17.5pp | 32.73%-15.4pp | 202.70%-185.4pp |
| Employer contribution / active EE | $3,333 | $7,721-56.8% | $7,263-54.1% | $5,055-34.1% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $43,688 | $25,716+69.9% | $25,146+73.7% | $19,030+129.6% |