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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 | $698,843 | $196,972+254.8% | $182,262+283.4% | $198,609+251.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.26% | 158.27%-145.0pp | 140.60%-127.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $3,631 | $5,364-32.3% | $5,046-28.0% | $5,055-28.2% |
| Participant deferral / active EE | $1,948 | $8,643-77.5% | $8,276-76.5% | $6,977-72.1% |
| Admin fee / account holder | $4,900 | $18,429-73.4% | $16,712-70.7% | $19,030-74.3% |