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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 | $305,720 | $154,228+98.2% | $145,433+110.2% | $137,256+122.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.93% | 74.59%-57.7pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $24,610 | $4,804+412.3% | $4,554+440.3% | $4,156+492.1% |
| Participant deferral / active EE | $203 | $8,216-97.5% | $7,897-97.4% | $6,407-96.8% |
| Admin fee / account holder | $2,638 | $14,344-81.6% | $13,129-79.9% | $12,270-78.5% |