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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 | $349,797 | $227,291+53.9% | $214,702+62.9% | $155,188+125.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 14.60% | 60.08%-45.5pp | 54.55%-40.0pp | 148.84%-134.2pp |
| Employer contribution / active EE | $2,000 | $6,772-70.5% | $6,461-69.0% | $4,248-52.9% |
| Participant deferral / active EE | $1,215 | $9,582-87.3% | $9,147-86.7% | $6,531-81.4% |
| Admin fee / account holder | $62,161 | $20,413+204.5% | $19,830+213.5% | $14,480+329.3% |