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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 | $436,692 | $148,629+193.8% | $135,982+221.1% | $139,487+213.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 18.58% | 79.33%-60.8pp | 68.32%-49.7pp | 373.84%-355.3pp |
| Employer contribution / active EE | $17,488 | $5,247+233.3% | $4,859+259.9% | $4,755+267.8% |
| Participant deferral / active EE | $1,329 | $8,102-83.6% | $7,760-82.9% | $6,713-80.2% |
| Admin fee / account holder | $7,339 | $12,406-40.8% | $10,767-31.8% | $11,407-35.7% |