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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 | $156,398+68.7% | $147,318+79.1% | $138,895+89.9% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 79.9%+15.1pp |
| Annual return | 13.75% | 78.75%-65.0pp | 70.43%-56.7pp | 145.39%-131.6pp |
| Employer contribution / active EE | $2,601 | $4,853-46.4% | $4,593-43.4% | $4,194-38.0% |
| Participant deferral / active EE | $1,152 | $8,237-86.0% | $7,906-85.4% | $6,396-82.0% |
| Admin fee / account holder | $17,264 | $14,976+15.3% | $13,708+25.9% | $12,562+37.4% |