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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 | $474,952 | $181,062+162.3% | $158,223+200.2% | $155,188+206.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.86% | 57.39%-39.5pp | 52.09%-34.2pp | 148.84%-131.0pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,200 | $6,134-80.4% | $5,467-78.0% | $6,531-81.6% |
| Admin fee / account holder | $23,333 | $18,825+23.9% | $16,047+45.4% | $14,480+61.1% |