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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 | $713,599 | $167,533+325.9% | $151,645+370.6% | $134,545+430.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 2.28% | 7.81%-5.5pp | 3.34%-1.1pp | 418.37%-416.1pp |
| Employer contribution / active EE | $2,857 | $6,828-58.2% | $6,165-53.7% | $4,742-39.7% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $69,608 | $13,781+405.1% | $11,614+499.4% | $11,431+509.0% |