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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 | $301,471 | $127,387+136.7% | $115,038+162.1% | $125,389+140.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4.21% | 31.28%-27.1pp | 26.14%-21.9pp | 282.24%-278.0pp |
| Employer contribution / active EE | $17,780 | $5,166+244.2% | $4,608+285.9% | $4,866+265.4% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $99,800 | $9,516+948.7% | $8,175+1120.8% | $9,541+946.0% |