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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 | $379,328 | $160,040+137.0% | $147,096+157.9% | $145,877+160.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 13.38% | 98.49%-85.1pp | 419.75%-406.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $3,166 | $5,289-40.1% | $4,936-35.9% | $4,663-32.1% |
| Participant deferral / active EE | $1,870 | $8,429-77.8% | $8,071-76.8% | $6,691-72.1% |
| Admin fee / account holder | $11,249 | $15,050-25.3% | $13,005-13.5% | $13,402-16.1% |