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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 | $526,485 | $162,136+224.7% | $152,301+245.7% | $154,746+240.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.97% | 91.02%-79.1pp | 80.50%-68.5pp | 172.34%-160.4pp |
| Employer contribution / active EE | $2,172 | $4,890-55.6% | $4,624-53.0% | $4,379-50.4% |
| Participant deferral / active EE | $2,040 | $8,341-75.5% | $8,004-74.5% | $6,730-69.7% |
| Admin fee / account holder | $148,056 | $15,759+839.5% | $14,398+928.3% | $14,365+930.7% |