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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 | $160,028+137.0% | $147,080+157.9% | $145,884+160.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 13.38% | 98.60%-85.2pp | 420.17%-406.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $3,166 | $5,286-40.1% | $4,933-35.8% | $4,662-32.1% |
| Participant deferral / active EE | $1,870 | $8,422-77.8% | $8,066-76.8% | $6,690-72.0% |
| Admin fee / account holder | $11,249 | $15,030-25.2% | $12,989-13.4% | $13,392-16.0% |