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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 | $284,651 | $209,422+35.9% | $178,503+59.5% | $158,982+79.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.03% | 188.81%-175.8pp | 151.12%-138.1pp | 302.99%-290.0pp |
| Employer contribution / active EE | $5,432 | $5,707-4.8% | $5,011+8.4% | $4,763+14.0% |
| Participant deferral / active EE | $591 | $5,955-90.1% | $5,202-88.6% | $5,983-90.1% |
| Admin fee / account holder | $552 | $17,079-96.8% | $13,987-96.1% | $11,252-95.1% |