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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 | $289,504 | $135,956+112.9% | $123,894+133.7% | $273,972+5.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.65% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $5,856 | $5,170+13.3% | $4,617+26.8% | $4,869+20.3% |
| Participant deferral / active EE | $1,432 | $6,343-77.4% | $5,984-76.1% | $5,287-72.9% |
| Admin fee / account holder | $4,433 | $9,817-54.8% | $8,357-47.0% | $10,133-56.3% |