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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 | $308,915 | $209,336+47.6% | $197,124+56.7% | $137,256+125.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.98% | 48.09%-36.1pp | 44.34%-32.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,414 | $6,591-63.4% | $6,227-61.2% | $4,156-41.9% |
| Participant deferral / active EE | $2,859 | $9,614-70.3% | $9,135-68.7% | $6,407-55.4% |
| Admin fee / account holder | $1,216 | $17,308-93.0% | $16,298-92.5% | $12,270-90.1% |