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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 | $588,328 | $197,603+197.7% | $177,827+230.8% | $158,950+270.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.47% | 58.76%-51.3pp | 48.32%-40.8pp | 302.91%-295.4pp |
| Employer contribution / active EE | $2,941 | $6,698-56.1% | $5,918-50.3% | $4,762-38.2% |
| Participant deferral / active EE | $800 | $8,404-90.5% | $7,713-89.6% | $5,983-86.6% |
| Admin fee / account holder | $33,383 | $15,402+116.7% | $12,429+168.6% | $11,248+196.8% |