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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 | $267,451 | $165,399+61.7% | $149,745+78.6% | $158,982+68.2% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 10.24% | 348.34%-338.1pp | 276.72%-266.5pp | 302.99%-292.8pp |
| Employer contribution / active EE | $3,029 | $5,105-40.7% | $4,646-34.8% | $4,763-36.4% |
| Participant deferral / active EE | $895 | $7,183-87.5% | $6,843-86.9% | $5,983-85.0% |
| Admin fee / account holder | $344 | $10,811-96.8% | $9,312-96.3% | $11,252-96.9% |