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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 | $278,293 | $183,539+51.6% | $155,556+78.9% | $145,897+90.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 19.40% | 61.31%-41.9pp | 64.84%-45.4pp | 552.29%-532.9pp |
| Employer contribution / active EE | $1,390 | $5,315-73.9% | $4,675-70.3% | $4,663-70.2% |
| Participant deferral / active EE | $1,737 | $6,467-73.1% | $5,631-69.1% | $6,689-74.0% |
| Admin fee / account holder | $4,771 | $19,275-75.2% | $15,885-70.0% | $13,390-64.4% |