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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 | $154,228+122.7% | $145,433+136.1% | $137,256+150.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.73% | 74.59%-57.9pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $13,080 | $4,804+172.3% | $4,554+187.2% | $4,156+214.7% |
| Participant deferral / active EE | $2,378 | $8,216-71.1% | $7,897-69.9% | $6,407-62.9% |
| Admin fee / account holder | $4,980 | $14,344-65.3% | $13,129-62.1% | $12,270-59.4% |