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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 | $268,143 | $212,386+26.3% | $199,883+34.2% | $138,895+93.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.96% | 47.75%-31.8pp | 43.81%-27.8pp | 145.39%-129.4pp |
| Employer contribution / active EE | $10,673 | $6,625+61.1% | $6,261+70.5% | $4,194+154.5% |
| Participant deferral / active EE | $74 | $9,617-99.2% | $9,138-99.2% | $6,396-98.8% |
| Admin fee / account holder | $9,148 | $18,233-49.8% | $17,268-47.0% | $12,562-27.2% |