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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 | $289,600 | $127,386+127.3% | $115,037+151.7% | $125,388+131.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 5.89% | 31.28%-25.4pp | 26.14%-20.3pp | 282.24%-276.3pp |
| Employer contribution / active EE | $21,639 | $5,166+318.9% | $4,608+369.6% | $4,866+344.7% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,519 | $9,516-21.0% | $8,175-8.0% | $9,541-21.2% |