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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 | $481,355 | $155,555+209.4% | $146,866+227.8% | $155,188+210.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.18% | 115.41%-102.2pp | 102.85%-89.7pp | 148.84%-135.7pp |
| Employer contribution / active EE | $2,193 | $4,647-52.8% | $4,425-50.4% | $4,248-48.4% |
| Participant deferral / active EE | $743 | $8,044-90.8% | $7,759-90.4% | $6,531-88.6% |
| Admin fee / account holder | $19,756 | $14,755+33.9% | $13,620+45.1% | $14,480+36.4% |