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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 | $273,289 | $162,136+68.6% | $152,301+79.4% | $154,746+76.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.63% | 91.02%-72.4pp | 80.50%-61.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $10,613 | $4,890+117.0% | $4,624+129.5% | $4,379+142.4% |
| Participant deferral / active EE | $1,631 | $8,341-80.4% | $8,004-79.6% | $6,730-75.8% |
| Admin fee / account holder | $5,351 | $15,759-66.0% | $14,398-62.8% | $14,365-62.7% |