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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 | $156,398+262.2% | $147,318+284.5% | $138,895+307.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.29% | 78.75%-62.5pp | 70.43%-54.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $3,144 | $4,853-35.2% | $4,593-31.6% | $4,194-25.0% |
| Participant deferral / active EE | $1,038 | $8,237-87.4% | $7,906-86.9% | $6,396-83.8% |
| Admin fee / account holder | $32,473 | $14,976+116.8% | $13,708+136.9% | $12,562+158.5% |