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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 | $314,543 | $100,262+213.7% | $81,370+286.6% | $145,897+115.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 46.90% | 34.52%+12.4pp | 24.85%+22.1pp | 552.29%-505.4pp |
| Employer contribution / active EE | $3,304 | $2,979+10.9% | $2,464+34.1% | $4,663-29.1% |
| Participant deferral / active EE | $95 | $4,612-97.9% | $3,885-97.6% | $6,689-98.6% |
| Admin fee / account holder | $8,408 | $8,163+3.0% | $5,749+46.2% | $13,390-37.2% |