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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 | $507,600 | $289,211+75.5% | $260,467+94.9% | $198,609+155.6% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 7.70% | 112.90%-105.2pp | 100.60%-92.9pp | 202.70%-195.0pp |
| Employer contribution / active EE | $14,000 | $4,663+200.2% | $4,239+230.3% | $5,055+176.9% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $16,557 | $16,236+2.0% | $15,461+7.1% | $19,030-13.0% |