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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 | $306,465 | $183,516+67.0% | $155,534+97.0% | $145,884+110.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.74% | 61.43%-46.7pp | 64.92%-50.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $10,743 | $5,315+102.1% | $4,675+129.8% | $4,662+130.4% |
| Participant deferral / active EE | $1,792 | $6,467-72.3% | $5,630-68.2% | $6,690-73.2% |
| Admin fee / account holder | $2,107 | $19,293-89.1% | $15,900-86.7% | $13,392-84.3% |