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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 | $608,728 | $181,062+236.2% | $158,223+284.7% | $155,188+292.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 22.96% | 57.39%-34.4pp | 52.09%-29.1pp | 148.84%-125.9pp |
| Employer contribution / active EE | $2,080 | $4,565-54.4% | $4,109-49.4% | $4,248-51.0% |
| Participant deferral / active EE | $132 | $6,134-97.8% | $5,467-97.6% | $6,531-98.0% |
| Admin fee / account holder | $26,137 | $18,825+38.8% | $16,047+62.9% | $14,480+80.5% |