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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 | $287,925 | $196,972+46.2% | $182,262+58.0% | $198,609+45.0% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 17.91% | 158.27%-140.4pp | 140.60%-122.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $16,862 | $5,364+214.4% | $5,046+234.2% | $5,055+233.6% |
| Participant deferral / active EE | $3,053 | $8,643-64.7% | $8,276-63.1% | $6,977-56.2% |
| Admin fee / account holder | $1,510 | $18,429-91.8% | $16,712-91.0% | $19,030-92.1% |