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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 | $364,293 | $154,228+136.2% | $145,433+150.5% | $137,256+165.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.88% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $10,288 | $4,804+114.2% | $4,554+125.9% | $4,156+147.6% |
| Participant deferral / active EE | $1,350 | $8,216-83.6% | $7,897-82.9% | $6,407-78.9% |
| Admin fee / account holder | $780 | $14,344-94.6% | $13,129-94.1% | $12,270-93.6% |