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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 | $389,231 | $217,432+79.0% | $185,849+109.4% | $167,536+132.3% |
| Participation rate | 72.7% | 86.1%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 17.35% | 148.42%-131.1pp | 122.10%-104.7pp | 478.82%-461.5pp |
| Employer contribution / active EE | $6,985 | $5,875+18.9% | $5,169+35.1% | $4,839+44.3% |
| Participant deferral / active EE | $1,386 | $6,357-78.2% | $5,569-75.1% | $6,342-78.1% |
| Admin fee / account holder | $2,928 | $19,818-85.2% | $16,244-82.0% | $12,315-76.2% |