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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 | $495,407 | $201,259+146.2% | $184,200+169.0% | $145,959+239.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.93% | 28.98%-5.0pp | 28.80%-4.9pp | 561.95%-538.0pp |
| Employer contribution / active EE | $13,103 | $7,018+86.7% | $6,424+104.0% | $4,661+181.1% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $15,069 | $16,372-8.0% | $13,907+8.4% | $13,398+12.5% |