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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 | $227,291+21.8% | $214,702+28.9% | $155,188+78.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 14.37% | 60.08%-45.7pp | 54.55%-40.2pp | 148.84%-134.5pp |
| Employer contribution / active EE | $1,500 | $6,772-77.8% | $6,461-76.8% | $4,248-64.7% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,794 | $20,413-81.4% | $19,830-80.9% | $14,480-73.8% |