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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 | $260,395 | $157,296+65.5% | $141,191+84.4% | $152,897+70.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 23.02% | 64.34%-41.3pp | 71.41%-48.4pp | 345.43%-322.4pp |
| Employer contribution / active EE | $1,642 | $5,262-68.8% | $4,736-65.3% | $4,764-65.5% |
| Participant deferral / active EE | $2,052 | $7,111-71.1% | $6,710-69.4% | $5,851-64.9% |
| Admin fee / account holder | $5,902 | $12,125-51.3% | $10,264-42.5% | $11,599-49.1% |