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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 | $332,323 | $156,398+112.5% | $147,318+125.6% | $138,895+139.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.68% | 78.75%-64.1pp | 70.43%-55.8pp | 145.39%-130.7pp |
| Employer contribution / active EE | $8,670 | $4,853+78.7% | $4,593+88.8% | $4,194+106.7% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,479 | $14,976-70.1% | $13,708-67.3% | $12,562-64.3% |