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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 | $281,797 | $162,136+73.8% | $152,301+85.0% | $154,746+82.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.24% | 91.02%-71.8pp | 80.50%-61.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $4,010 | $4,890-18.0% | $4,624-13.3% | $4,379-8.4% |
| Participant deferral / active EE | $2,091 | $8,341-74.9% | $8,004-73.9% | $6,730-68.9% |
| Admin fee / account holder | $2,345 | $15,759-85.1% | $14,398-83.7% | $14,365-83.7% |