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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 | $366,288 | $181,062+102.3% | $158,223+131.5% | $155,188+136.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 9.38% | 57.39%-48.0pp | 52.09%-42.7pp | 148.84%-139.5pp |
| Employer contribution / active EE | $9,400 | $4,565+105.9% | $4,109+128.8% | $4,248+121.3% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,576 | $18,825-65.1% | $16,047-59.0% | $14,480-54.6% |