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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 | $1,083,140 | $165,361+555.0% | $149,715+623.5% | $158,950+581.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.02% | 348.24%-327.2pp | 276.66%-255.6pp | 302.91%-281.9pp |
| Employer contribution / active EE | $4,000 | $5,103-21.6% | $4,645-13.9% | $4,762-16.0% |
| Participant deferral / active EE | $1,300 | $7,182-81.9% | $6,842-81.0% | $5,983-78.3% |
| Admin fee / account holder | $4,876 | $10,808-54.9% | $9,310-47.6% | $11,248-56.7% |