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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 | $379,310 | $175,231+116.5% | $149,696+153.4% | $139,466+172.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.20% | 166.77%-154.6pp | 134.46%-122.3pp | 373.66%-361.5pp |
| Employer contribution / active EE | $1,234 | $5,478-77.5% | $4,821-74.4% | $4,754-74.0% |
| Participant deferral / active EE | $1,193 | $6,521-81.7% | $5,682-79.0% | $6,712-82.2% |
| Admin fee / account holder | $12,941 | $16,155-19.9% | $13,212-2.1% | $11,409+13.4% |