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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 | $156,398+95.5% | $147,318+107.5% | $138,895+120.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.93% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $24,610 | $4,853+407.1% | $4,593+435.8% | $4,194+486.8% |
| Participant deferral / active EE | $203 | $8,237-97.5% | $7,906-97.4% | $6,396-96.8% |
| Admin fee / account holder | $2,638 | $14,976-82.4% | $13,708-80.8% | $12,562-79.0% |