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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 | $308,235 | $132,099+133.3% | $115,599+166.6% | $138,895+121.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 17.65% | 176.76%-159.1pp | 111.10%-93.4pp | 145.39%-127.7pp |
| Employer contribution / active EE | $8,740 | $3,416+155.9% | $2,955+195.7% | $4,194+108.4% |
| Participant deferral / active EE | $1,286 | $5,617-77.1% | $4,889-73.7% | $6,396-79.9% |
| Admin fee / account holder | $461 | $15,650-97.1% | $12,841-96.4% | $12,562-96.3% |