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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 | $408,506 | $135,956+200.5% | $123,894+229.7% | $273,972+49.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.68% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $12,017 | $5,170+132.5% | $4,617+160.3% | $4,869+146.8% |
| Participant deferral / active EE | $979 | $6,343-84.6% | $5,984-83.6% | $5,287-81.5% |
| Admin fee / account holder | $5,369 | $9,817-45.3% | $8,357-35.8% | $10,133-47.0% |