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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 | $308,074 | $112,935+172.8% | $90,970+238.7% | $158,966+93.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.63% | 215.79%-198.2pp | 134.58%-116.9pp | 302.95%-285.3pp |
| Employer contribution / active EE | $2,853 | $2,895-1.4% | $2,122+34.4% | $4,762-40.1% |
| Participant deferral / active EE | $482 | $4,129-88.3% | $3,373-85.7% | $5,983-91.9% |
| Admin fee / account holder | $848 | $8,045-89.5% | $5,960-85.8% | $11,250-92.5% |