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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 | $227,291+18.0% | $214,702+24.9% | $155,188+72.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 15.96% | 60.08%-44.1pp | 54.55%-38.6pp | 148.84%-132.9pp |
| Employer contribution / active EE | $10,673 | $6,772+57.6% | $6,461+65.2% | $4,248+151.3% |
| Participant deferral / active EE | $74 | $9,582-99.2% | $9,147-99.2% | $6,531-98.9% |
| Admin fee / account holder | $9,148 | $20,413-55.2% | $19,830-53.9% | $14,480-36.8% |