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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 | $392,207 | $196,972+99.1% | $182,262+115.2% | $198,609+97.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.38% | 158.27%-144.9pp | 140.60%-127.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $22,613 | $5,364+321.6% | $5,046+348.2% | $5,055+347.3% |
| Participant deferral / active EE | $2,882 | $8,643-66.7% | $8,276-65.2% | $6,977-58.7% |
| Admin fee / account holder | $2,387 | $18,429-87.0% | $16,712-85.7% | $19,030-87.5% |