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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 | $469,873 | $199,109+136.0% | $173,730+170.5% | $154,746+203.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.72% | 20.02%-5.3pp | 19.96%-5.2pp | 172.34%-157.6pp |
| Employer contribution / active EE | $13,158 | $5,311+147.7% | $4,577+187.5% | $4,379+200.5% |
| Participant deferral / active EE | $811 | $7,113-88.6% | $6,326-87.2% | $6,730-88.0% |
| Admin fee / account holder | $50,584 | $20,916+141.8% | $17,523+188.7% | $14,365+252.1% |