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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 | $250,304 | $162,136+54.4% | $152,301+64.3% | $154,746+61.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.39% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,171 | $4,890-76.1% | $4,624-74.7% | $4,379-73.3% |
| Participant deferral / active EE | $2,671 | $8,341-68.0% | $8,004-66.6% | $6,730-60.3% |
| Admin fee / account holder | $483 | $15,759-96.9% | $14,398-96.6% | $14,365-96.6% |