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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 | $156,398+74.7% | $147,318+85.5% | $138,895+96.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.63% | 78.75%-60.1pp | 70.43%-51.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $10,613 | $4,853+118.7% | $4,593+131.1% | $4,194+153.0% |
| Participant deferral / active EE | $1,631 | $8,237-80.2% | $7,906-79.4% | $6,396-74.5% |
| Admin fee / account holder | $5,351 | $14,976-64.3% | $13,708-61.0% | $12,562-57.4% |