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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 | $275,752+12.0% | $256,809+20.3% | $198,609+55.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 11.98% | 34.81%-22.8pp | 32.73%-20.7pp | 202.70%-190.7pp |
| Employer contribution / active EE | $2,414 | $7,721-68.7% | $7,263-66.8% | $5,055-52.2% |
| Participant deferral / active EE | $2,859 | $10,037-71.5% | $9,520-70.0% | $6,977-59.0% |
| Admin fee / account holder | $1,216 | $25,716-95.3% | $25,146-95.2% | $19,030-93.6% |