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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 | $276,733 | $212,386+30.3% | $199,883+38.4% | $138,895+99.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.37% | 47.75%-33.4pp | 43.81%-29.4pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,500 | $6,625-77.4% | $6,261-76.0% | $4,194-64.2% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,794 | $18,233-79.2% | $17,268-78.0% | $12,562-69.8% |