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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 | $449,271 | $183,539+144.8% | $155,556+188.8% | $145,897+207.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.53% | 61.31%-31.8pp | 64.84%-35.3pp | 552.29%-522.8pp |
| Employer contribution / active EE | $1,668 | $5,315-68.6% | $4,675-64.3% | $4,663-64.2% |
| Participant deferral / active EE | $1,700 | $6,467-73.7% | $5,631-69.8% | $6,689-74.6% |
| Admin fee / account holder | $1,721 | $19,275-91.1% | $15,885-89.2% | $13,390-87.1% |