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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 | $566,409 | $154,228+267.3% | $145,433+289.5% | $137,256+312.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.29% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,144 | $4,804-34.6% | $4,554-31.0% | $4,156-24.4% |
| Participant deferral / active EE | $1,038 | $8,216-87.4% | $7,897-86.9% | $6,407-83.8% |
| Admin fee / account holder | $32,473 | $14,344+126.4% | $13,129+147.3% | $12,270+164.6% |