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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 | $251,396 | $167,352+50.2% | $143,788+74.8% | $134,509+86.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 22.83% | 0.47%+22.4pp | -0.03%+22.9pp | 418.13%-395.3pp |
| Employer contribution / active EE | $17,480 | $5,620+211.0% | $4,952+253.0% | $4,741+268.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,796 | $18,091-79.0% | $14,675-74.1% | $11,427-66.8% |