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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 | $263,776 | $154,228+71.0% | $145,433+81.4% | $137,256+92.2% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 13.75% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,601 | $4,804-45.9% | $4,554-42.9% | $4,156-37.4% |
| Participant deferral / active EE | $1,152 | $8,216-86.0% | $7,897-85.4% | $6,407-82.0% |
| Admin fee / account holder | $17,264 | $14,344+20.4% | $13,129+31.5% | $12,270+40.7% |