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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 | $353,802 | $166,020+113.1% | $164,866+114.6% | $145,959+142.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 12.02% | 100.08%-88.1pp | 69.97%-57.9pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,213 | $5,275-77.0% | $4,343-72.1% | $4,661-74.0% |
| Participant deferral / active EE | $571 | $6,961-91.8% | $6,033-90.5% | $6,689-91.5% |
| Admin fee / account holder | $35,103 | $16,644+110.9% | $12,689+176.6% | $13,398+162.0% |