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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 | $343,398 | $162,136+111.8% | $152,301+125.5% | $154,746+121.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.73% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $13,080 | $4,890+167.5% | $4,624+182.8% | $4,379+198.7% |
| Participant deferral / active EE | $2,378 | $8,341-71.5% | $8,004-70.3% | $6,730-64.7% |
| Admin fee / account holder | $4,980 | $15,759-68.4% | $14,398-65.4% | $14,365-65.3% |