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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 | $637,950 | $185,312+244.3% | $161,489+295.0% | $154,746+312.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.89% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,721 | $4,769-63.9% | $4,268-59.7% | $4,379-60.7% |
| Participant deferral / active EE | $1,080 | $6,350-83.0% | $5,630-80.8% | $6,730-84.0% |
| Admin fee / account holder | $3,704 | $18,654-80.1% | $16,006-76.9% | $14,365-74.2% |