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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 | $311,347 | $185,312+68.0% | $161,489+92.8% | $154,746+101.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.60% | 103.84%-90.2pp | 89.72%-76.1pp | 172.34%-158.7pp |
| Employer contribution / active EE | $17,472 | $4,769+266.4% | $4,268+309.3% | $4,379+299.0% |
| Participant deferral / active EE | $1,818 | $6,350-71.4% | $5,630-67.7% | $6,730-73.0% |
| Admin fee / account holder | $1,278 | $18,654-93.2% | $16,006-92.0% | $14,365-91.1% |