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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 | $268,557 | $165,381+62.4% | $149,730+79.4% | $158,966+68.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.21% | 348.29%-338.1pp | 276.70%-266.5pp | 302.95%-292.7pp |
| Employer contribution / active EE | $1,885 | $5,104-63.1% | $4,645-59.4% | $4,762-60.4% |
| Participant deferral / active EE | $699 | $7,182-90.3% | $6,843-89.8% | $5,983-88.3% |
| Admin fee / account holder | $5,211 | $10,809-51.8% | $9,310-44.0% | $11,250-53.7% |