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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 | $599,534 | $185,883+222.5% | $170,043+252.6% | $139,466+329.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.36% | 60.54%-48.2pp | 53.40%-41.0pp | 373.66%-361.3pp |
| Employer contribution / active EE | $4,372 | $7,596-42.4% | $6,790-35.6% | $4,754-8.0% |
| Participant deferral / active EE | $1,100 | $11,626-90.5% | $10,410-89.4% | $6,712-83.6% |
| Admin fee / account holder | $12,350 | $15,393-19.8% | $12,824-3.7% | $11,409+8.2% |