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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 | $156,398+343.7% | $147,318+371.1% | $138,895+399.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.25% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.1pp |
| Employer contribution / active EE | $12,759 | $4,853+162.9% | $4,593+177.8% | $4,194+204.2% |
| Participant deferral / active EE | $2,265 | $8,237-72.5% | $7,906-71.4% | $6,396-64.6% |
| Admin fee / account holder | $6,202 | $14,976-58.6% | $13,708-54.8% | $12,562-50.6% |