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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 | $212,386+64.7% | $199,883+75.0% | $138,895+151.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.60% | 47.75%-33.1pp | 43.81%-29.2pp | 145.39%-130.8pp |
| Employer contribution / active EE | $2,000 | $6,625-69.8% | $6,261-68.1% | $4,194-52.3% |
| Participant deferral / active EE | $1,215 | $9,617-87.4% | $9,138-86.7% | $6,396-81.0% |
| Admin fee / account holder | $62,161 | $18,233+240.9% | $17,268+260.0% | $12,562+394.8% |