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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 | $334,322 | $112,935+196.0% | $90,970+267.5% | $158,966+110.3% |
| Participation rate | 94.7% | 74.7%+20.0pp | 69.0%+25.7pp | 82.0%+12.8pp |
| Annual return | 17.98% | 215.79%-197.8pp | 134.58%-116.6pp | 302.95%-285.0pp |
| Employer contribution / active EE | $2,760 | $2,895-4.7% | $2,122+30.0% | $4,762-42.1% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $522 | $8,045-93.5% | $5,960-91.2% | $11,250-95.4% |