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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 | $397,179 | $217,427+82.7% | $185,837+113.7% | $167,518+137.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.06% | 148.39%-135.3pp | 122.08%-109.0pp | 478.71%-465.6pp |
| Employer contribution / active EE | $3,181 | $5,874-45.9% | $5,168-38.5% | $4,838-34.3% |
| Participant deferral / active EE | $728 | $6,357-88.5% | $5,568-86.9% | $6,342-88.5% |
| Admin fee / account holder | $12,750 | $19,816-35.7% | $16,241-21.5% | $12,312+3.6% |