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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 | $1,178,424 | $162,136+626.8% | $152,301+673.7% | $154,746+661.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.71% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,348 | $4,890-72.4% | $4,624-70.9% | $4,379-69.2% |
| Participant deferral / active EE | $2,375 | $8,341-71.5% | $8,004-70.3% | $6,730-64.7% |
| Admin fee / account holder | $3,164 | $15,759-79.9% | $14,398-78.0% | $14,365-78.0% |