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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 | $362,895 | $117,859+207.9% | $102,438+254.3% | $145,959+148.6% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 24.49% | 31.72%-7.2pp | 29.37%-4.9pp | 561.95%-537.5pp |
| Employer contribution / active EE | $6,335 | $3,615+75.2% | $3,024+109.5% | $4,661+35.9% |
| Participant deferral / active EE | $1,502 | $5,732-73.8% | $5,054-70.3% | $6,689-77.5% |
| Admin fee / account holder | $942 | $13,318-92.9% | $9,448-90.0% | $13,398-93.0% |