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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 | $439,036 | $275,752+59.2% | $256,809+71.0% | $198,609+121.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 22.22% | 34.81%-12.6pp | 32.73%-10.5pp | 202.70%-180.5pp |
| Employer contribution / active EE | $2,661 | $7,721-65.5% | $7,263-63.4% | $5,055-47.4% |
| Participant deferral / active EE | $3,437 | $10,037-65.8% | $9,520-63.9% | $6,977-50.7% |
| Admin fee / account holder | $4,805 | $25,716-81.3% | $25,146-80.9% | $19,030-74.8% |