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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 | $610,142 | $196,972+209.8% | $182,262+234.8% | $198,609+207.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.95% | 158.27%-142.3pp | 140.60%-124.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $1,913 | $5,364-64.3% | $5,046-62.1% | $5,055-62.2% |
| Participant deferral / active EE | $1,913 | $8,643-77.9% | $8,276-76.9% | $6,977-72.6% |
| Admin fee / account holder | $582 | $18,429-96.8% | $16,712-96.5% | $19,030-96.9% |