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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 | $343,398 | $196,972+74.3% | $182,262+88.4% | $198,609+72.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.73% | 158.27%-141.5pp | 140.60%-123.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $13,080 | $5,364+143.9% | $5,046+159.2% | $5,055+158.7% |
| Participant deferral / active EE | $2,378 | $8,643-72.5% | $8,276-71.3% | $6,977-65.9% |
| Admin fee / account holder | $4,980 | $18,429-73.0% | $16,712-70.2% | $19,030-73.8% |