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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 | $154,228+353.1% | $145,433+380.5% | $137,256+409.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.26% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,631 | $4,804-24.4% | $4,554-20.3% | $4,156-12.6% |
| Participant deferral / active EE | $1,948 | $8,216-76.3% | $7,897-75.3% | $6,407-69.6% |
| Admin fee / account holder | $4,900 | $14,344-65.8% | $13,129-62.7% | $12,270-60.1% |