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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 | $625,921 | $154,228+305.8% | $145,433+330.4% | $137,256+356.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.05% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $15,000 | $4,804+212.2% | $4,554+229.3% | $4,156+260.9% |
| Participant deferral / active EE | $1,656 | $8,216-79.8% | $7,897-79.0% | $6,407-74.2% |
| Admin fee / account holder | $24,013 | $14,344+67.4% | $13,129+82.9% | $12,270+95.7% |