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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 | $583,544 | $167,522+248.3% | $151,639+284.8% | $134,532+333.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 12.69% | 7.81%+4.9pp | 3.34%+9.3pp | 418.27%-405.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,562 | $8,986-82.6% | $8,363-81.3% | $6,401-75.6% |
| Admin fee / account holder | $67,687 | $13,780+391.2% | $11,613+482.8% | $11,429+492.3% |