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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 | $223,823+38.0% | $211,142+46.3% | $154,746+99.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.98% | 50.39%-38.4pp | 46.84%-34.9pp | 172.34%-160.4pp |
| Employer contribution / active EE | $2,414 | $6,787-64.4% | $6,442-62.5% | $4,379-44.9% |
| Participant deferral / active EE | $2,859 | $9,750-70.7% | $9,284-69.2% | $6,730-57.5% |
| Admin fee / account holder | $1,216 | $19,707-93.8% | $19,076-93.6% | $14,365-91.5% |