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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 | $315,444 | $102,663+207.3% | $86,216+265.9% | $139,466+126.2% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 13.40% | 1924.52%-1911.1pp | 1169.42%-1156.0pp | 373.66%-360.3pp |
| Employer contribution / active EE | $1,886 | $3,035-37.8% | $2,382-20.8% | $4,754-60.3% |
| Participant deferral / active EE | $870 | $4,677-81.4% | $3,986-78.2% | $6,712-87.0% |
| Admin fee / account holder | $291,733 | $8,663+3267.7% | $6,853+4156.8% | $11,409+2457.1% |