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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 | $611,653 | $156,398+291.1% | $147,318+315.2% | $138,895+340.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.24% | 78.75%-65.5pp | 70.43%-57.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $4,299 | $4,853-11.4% | $4,593-6.4% | $4,194+2.5% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,746 | $14,976-61.6% | $13,708-58.1% | $12,562-54.3% |