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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 | $253,370 | $209,336+21.0% | $197,124+28.5% | $137,256+84.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.02% | 48.09%-29.1pp | 44.34%-25.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $8,700 | $6,591+32.0% | $6,227+39.7% | $4,156+109.3% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,284 | $17,308-57.9% | $16,298-55.3% | $12,270-40.6% |