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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 | $344,892 | $154,228+123.6% | $145,433+137.1% | $137,256+151.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.25% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $31,798 | $4,804+561.9% | $4,554+598.2% | $4,156+665.1% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,196 | $14,344-70.7% | $13,129-68.0% | $12,270-65.8% |