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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 | $375,378 | $115,814+224.1% | $101,275+270.7% | $158,982+136.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 16.85% | 56.16%-39.3pp | 46.48%-29.6pp | 302.99%-286.1pp |
| Employer contribution / active EE | $5,500 | $4,176+31.7% | $3,660+50.3% | $4,763+15.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,958 | $7,249-45.4% | $5,948-33.5% | $11,252-64.8% |