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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 | $303,139 | $197,637+53.4% | $177,848+70.4% | $158,982+90.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 62.94% | 58.77%+4.2pp | 48.33%+14.6pp | 302.99%-240.0pp |
| Employer contribution / active EE | $7,795 | $6,698+16.4% | $5,919+31.7% | $4,763+63.7% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $964 | $15,406-93.7% | $12,431-92.2% | $11,252-91.4% |