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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 | $404,370 | $275,752+46.6% | $256,809+57.5% | $198,609+103.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 11.60% | 34.81%-23.2pp | 32.73%-21.1pp | 202.70%-191.1pp |
| Employer contribution / active EE | $1,997 | $7,721-74.1% | $7,263-72.5% | $5,055-60.5% |
| Participant deferral / active EE | $2,237 | $10,037-77.7% | $9,520-76.5% | $6,977-67.9% |
| Admin fee / account holder | $843 | $25,716-96.7% | $25,146-96.6% | $19,030-95.6% |