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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 | $254,453 | $156,398+62.7% | $147,318+72.7% | $138,895+83.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.35% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,843 | $4,853-62.0% | $4,593-59.9% | $4,194-56.1% |
| Participant deferral / active EE | $1,993 | $8,237-75.8% | $7,906-74.8% | $6,396-68.8% |
| Admin fee / account holder | $13,277 | $14,976-11.3% | $13,708-3.1% | $12,562+5.7% |