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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 | $251,121 | $196,972+27.5% | $182,262+37.8% | $198,609+26.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.97% | 158.27%-148.3pp | 140.60%-130.6pp | 202.70%-192.7pp |
| Employer contribution / active EE | $1,852 | $5,364-65.5% | $5,046-63.3% | $5,055-63.4% |
| Participant deferral / active EE | $2,865 | $8,643-66.9% | $8,276-65.4% | $6,977-58.9% |
| Admin fee / account holder | $2,696 | $18,429-85.4% | $16,712-83.9% | $19,030-85.8% |