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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 | $964,025 | $201,344+378.8% | $184,243+423.2% | $145,877+560.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.87% | 29.01%-11.1pp | 28.82%-10.9pp | 551.28%-533.4pp |
| Employer contribution / active EE | $2,349 | $7,022-66.6% | $6,427-63.5% | $4,663-49.6% |
| Participant deferral / active EE | $1,771 | $9,807-81.9% | $9,132-80.6% | $6,691-73.5% |
| Admin fee / account holder | $3,645 | $16,382-77.7% | $13,914-73.8% | $13,402-72.8% |