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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 | $333,270 | $135,956+145.1% | $123,894+169.0% | $273,972+21.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.13% | 56.63%-43.5pp | 47.52%-34.4pp | 41.46%-28.3pp |
| Employer contribution / active EE | $19,530 | $5,170+277.8% | $4,617+323.0% | $4,869+301.1% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $27,300 | $9,817+178.1% | $8,357+226.7% | $10,133+169.4% |