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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 | $487,120 | $212,386+129.4% | $199,883+143.7% | $138,895+250.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.79% | 47.75%-30.0pp | 43.81%-26.0pp | 145.39%-127.6pp |
| Employer contribution / active EE | $19,421 | $6,625+193.2% | $6,261+210.2% | $4,194+363.0% |
| Participant deferral / active EE | $2,276 | $9,617-76.3% | $9,138-75.1% | $6,396-64.4% |
| Admin fee / account holder | $1,740 | $18,233-90.5% | $17,268-89.9% | $12,562-86.1% |