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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 | $334,163 | $196,972+69.6% | $182,262+83.3% | $198,609+68.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 6.85% | 158.27%-151.4pp | 140.60%-133.7pp | 202.70%-195.8pp |
| Employer contribution / active EE | $1,515 | $5,364-71.8% | $5,046-70.0% | $5,055-70.0% |
| Participant deferral / active EE | $1,449 | $8,643-83.2% | $8,276-82.5% | $6,977-79.2% |
| Admin fee / account holder | $12,545 | $18,429-31.9% | $16,712-24.9% | $19,030-34.1% |