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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 | $268,642 | $181,062+48.4% | $158,223+69.8% | $155,188+73.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.55% | 57.39%-45.8pp | 52.09%-40.5pp | 148.84%-137.3pp |
| Employer contribution / active EE | $12,294 | $4,565+169.3% | $4,109+199.2% | $4,248+189.4% |
| Participant deferral / active EE | $1,332 | $6,134-78.3% | $5,467-75.6% | $6,531-79.6% |
| Admin fee / account holder | $13,511 | $18,825-28.2% | $16,047-15.8% | $14,480-6.7% |