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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 | $694,000 | $155,555+346.1% | $146,866+372.5% | $155,188+347.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.25% | 115.41%-100.2pp | 102.85%-87.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $12,759 | $4,647+174.6% | $4,425+188.4% | $4,248+200.4% |
| Participant deferral / active EE | $2,265 | $8,044-71.8% | $7,759-70.8% | $6,531-65.3% |
| Admin fee / account holder | $6,202 | $14,755-58.0% | $13,620-54.5% | $14,480-57.2% |