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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 | $257,658 | $217,432+18.5% | $185,849+38.6% | $167,536+53.8% |
| Participation rate | 91.3% | 86.1%+5.3pp | 81.7%+9.6pp | 82.1%+9.2pp |
| Annual return | 18.09% | 148.42%-130.3pp | 122.10%-104.0pp | 478.82%-460.7pp |
| Employer contribution / active EE | $17,779 | $5,875+202.6% | $5,169+244.0% | $4,839+267.4% |
| Participant deferral / active EE | $993 | $6,357-84.4% | $5,569-82.2% | $6,342-84.3% |
| Admin fee / account holder | $39,365 | $19,818+98.6% | $16,244+142.3% | $12,315+219.7% |