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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 | $347,123 | $162,136+114.1% | $152,301+127.9% | $154,746+124.3% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 18.70% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,291 | $4,890-73.6% | $4,624-72.1% | $4,379-70.5% |
| Participant deferral / active EE | $1,553 | $8,341-81.4% | $8,004-80.6% | $6,730-76.9% |
| Admin fee / account holder | $12,109 | $15,759-23.2% | $14,398-15.9% | $14,365-15.7% |