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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 | $272,087 | $183,516+48.3% | $155,534+74.9% | $145,884+86.5% |
| Participation rate | 93.8% | 82.7%+11.0pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 14.60% | 61.43%-46.8pp | 64.92%-50.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,177 | $5,315-59.0% | $4,675-53.4% | $4,662-53.3% |
| Participant deferral / active EE | $1,133 | $6,467-82.5% | $5,630-79.9% | $6,690-83.1% |
| Admin fee / account holder | $10,241 | $19,293-46.9% | $15,900-35.6% | $13,392-23.5% |