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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 | $262,163 | $154,228+70.0% | $145,433+80.3% | $137,256+91.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.73% | 74.59%-61.9pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $9,967 | $4,804+107.5% | $4,554+118.8% | $4,156+139.8% |
| Participant deferral / active EE | $440 | $8,216-94.6% | $7,897-94.4% | $6,407-93.1% |
| Admin fee / account holder | $7,573 | $14,344-47.2% | $13,129-42.3% | $12,270-38.3% |