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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 | $301,450 | $160,028+88.4% | $147,080+105.0% | $145,884+106.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.14% | 98.60%-85.5pp | 420.17%-407.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $2,528 | $5,286-52.2% | $4,933-48.7% | $4,662-45.8% |
| Participant deferral / active EE | $2,138 | $8,422-74.6% | $8,066-73.5% | $6,690-68.0% |
| Admin fee / account holder | $4,150 | $15,030-72.4% | $12,989-68.0% | $13,392-69.0% |