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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 | $405,458 | $217,432+86.5% | $185,849+118.2% | $167,536+142.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.44% | 148.42%-123.0pp | 122.10%-96.7pp | 478.82%-453.4pp |
| Employer contribution / active EE | $8,265 | $5,875+40.7% | $5,169+59.9% | $4,839+70.8% |
| Participant deferral / active EE | $1,796 | $6,357-71.8% | $5,569-67.8% | $6,342-71.7% |
| Admin fee / account holder | $3,376 | $19,818-83.0% | $16,244-79.2% | $12,315-72.6% |