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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 | $645,507 | $183,592+251.6% | $155,574+314.9% | $145,877+342.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.08% | 61.37%-39.3pp | 64.87%-42.8pp | 551.28%-529.2pp |
| Employer contribution / active EE | $1,775 | $5,317-66.6% | $4,676-62.0% | $4,663-61.9% |
| Participant deferral / active EE | $675 | $6,466-89.6% | $5,629-88.0% | $6,691-89.9% |
| Admin fee / account holder | $13,579 | $19,316-29.7% | $15,914-14.7% | $13,402+1.3% |