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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 | $463,177 | $227,291+103.8% | $214,702+115.7% | $155,188+198.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 11.06% | 60.08%-49.0pp | 54.55%-43.5pp | 148.84%-137.8pp |
| Employer contribution / active EE | $8,491 | $6,772+25.4% | $6,461+31.4% | $4,248+99.9% |
| Participant deferral / active EE | $2,580 | $9,582-73.1% | $9,147-71.8% | $6,531-60.5% |
| Admin fee / account holder | $22,441 | $20,413+9.9% | $19,830+13.2% | $14,480+55.0% |