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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 | $162,136+240.7% | $152,301+262.7% | $154,746+257.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.50% | 91.02%-78.5pp | 80.50%-68.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $3,500 | $4,890-28.4% | $4,624-24.3% | $4,379-20.1% |
| Participant deferral / active EE | $1,500 | $8,341-82.0% | $8,004-81.3% | $6,730-77.7% |
| Admin fee / account holder | $3,338 | $15,759-78.8% | $14,398-76.8% | $14,365-76.8% |