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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 | $468,016 | $275,752+69.7% | $256,809+82.2% | $198,609+135.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 9.37% | 34.81%-25.4pp | 32.73%-23.4pp | 202.70%-193.3pp |
| Employer contribution / active EE | $12,500 | $7,721+61.9% | $7,263+72.1% | $5,055+147.3% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $11,387 | $25,716-55.7% | $25,146-54.7% | $19,030-40.2% |