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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 | $852,120 | $223,823+280.7% | $211,142+303.6% | $154,746+450.7% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 16.28% | 50.39%-34.1pp | 46.84%-30.6pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,159 | $6,787-68.2% | $6,442-66.5% | $4,379-50.7% |
| Participant deferral / active EE | $2,975 | $9,750-69.5% | $9,284-68.0% | $6,730-55.8% |
| Admin fee / account holder | $9,633 | $19,707-51.1% | $19,076-49.5% | $14,365-32.9% |