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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 | $769,676 | $211,946+263.1% | $169,452+354.2% | $135,382+468.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.67% | 3.26%-1.6pp | 1.83%-0.2pp | 519.77%-518.1pp |
| Employer contribution / active EE | $5,500 | $5,117+7.5% | $4,157+32.3% | $4,779+15.1% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $26,639 | $11,472+132.2% | $9,110+192.4% | $10,829+146.0% |