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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 | $559,453 | $185,312+201.9% | $161,489+246.4% | $154,746+261.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.86% | 103.84%-92.0pp | 89.72%-77.9pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,326 | $4,769-72.2% | $4,268-68.9% | $4,379-69.7% |
| Participant deferral / active EE | $1,739 | $6,350-72.6% | $5,630-69.1% | $6,730-74.2% |
| Admin fee / account holder | $3,834 | $18,654-79.4% | $16,006-76.0% | $14,365-73.3% |