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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 | $392,883 | $112,933+247.9% | $90,970+331.9% | $158,982+147.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.48% | 215.82%-203.3pp | 134.60%-122.1pp | 302.99%-290.5pp |
| Employer contribution / active EE | $5,336 | $2,893+84.4% | $2,122+151.5% | $4,763+12.0% |
| Participant deferral / active EE | $541 | $4,128-86.9% | $3,373-84.0% | $5,983-91.0% |
| Admin fee / account holder | $17,681 | $8,047+119.7% | $5,961+196.6% | $11,252+57.1% |