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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 | $518,651 | $217,432+138.5% | $185,849+179.1% | $167,536+209.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.76% | 148.42%-135.7pp | 122.10%-109.3pp | 478.82%-466.1pp |
| Employer contribution / active EE | $11,979 | $5,875+103.9% | $5,169+131.8% | $4,839+147.6% |
| Participant deferral / active EE | $1,757 | $6,357-72.4% | $5,569-68.4% | $6,342-72.3% |
| Admin fee / account holder | $12,496 | $19,818-36.9% | $16,244-23.1% | $12,315+1.5% |