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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 | $303,302 | $111,535+171.9% | $105,223+188.2% | $137,256+121.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.57% | 237.85%-223.3pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,071 | $3,939-47.4% | $3,689-43.9% | $4,156-50.2% |
| Participant deferral / active EE | $1,368 | $5,500-75.1% | $5,072-73.0% | $6,407-78.7% |
| Admin fee / account holder | $48,889 | $9,721+402.9% | $8,859+451.9% | $12,270+298.4% |