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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 | $328,839 | $157,296+109.1% | $141,191+132.9% | $152,897+115.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.85% | 64.34%-43.5pp | 71.41%-50.6pp | 345.43%-324.6pp |
| Employer contribution / active EE | $5,714 | $5,262+8.6% | $4,736+20.7% | $4,764+20.0% |
| Participant deferral / active EE | $2,109 | $7,111-70.3% | $6,710-68.6% | $5,851-64.0% |
| Admin fee / account holder | $6,199 | $12,125-48.9% | $10,264-39.6% | $11,599-46.6% |