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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 | $294,655 | $254,759+15.7% | $216,567+36.1% | $198,609+48.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 7.46% | 10.04%-2.6pp | 12.94%-5.5pp | 202.70%-195.2pp |
| Employer contribution / active EE | $25,003 | $6,096+310.1% | $5,216+379.4% | $5,055+394.6% |
| Participant deferral / active EE | $2,555 | $6,948-63.2% | $6,191-58.7% | $6,977-63.4% |
| Admin fee / account holder | $4,279 | $26,311-83.7% | $21,981-80.5% | $19,030-77.5% |