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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 | $552,455 | $154,228+258.2% | $145,433+279.9% | $137,256+302.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.50% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,500 | $4,804-27.1% | $4,554-23.2% | $4,156-15.8% |
| Participant deferral / active EE | $1,500 | $8,216-81.7% | $7,897-81.0% | $6,407-76.6% |
| Admin fee / account holder | $3,338 | $14,344-76.7% | $13,129-74.6% | $12,270-72.8% |