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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 | $166,242+112.8% | $165,071+114.3% | $145,884+142.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 12.02% | 100.44%-88.4pp | 70.17%-58.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,213 | $5,283-77.0% | $4,347-72.1% | $4,662-74.0% |
| Participant deferral / active EE | $571 | $6,964-91.8% | $6,035-90.5% | $6,690-91.5% |
| Admin fee / account holder | $35,103 | $16,658+110.7% | $12,695+176.5% | $13,392+162.1% |