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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 | $274,389 | $213,785+28.3% | $185,441+48.0% | $155,188+76.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 7.84% | 19.97%-12.1pp | 20.16%-12.3pp | 148.84%-141.0pp |
| Employer contribution / active EE | $4,750 | $5,393-11.9% | $4,672+1.7% | $4,248+11.8% |
| Participant deferral / active EE | $1,500 | $6,864-78.1% | $6,152-75.6% | $6,531-77.0% |
| Admin fee / account holder | $1,541 | $21,134-92.7% | $17,890-91.4% | $14,480-89.4% |