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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 | $838,525 | $157,296+433.1% | $141,191+493.9% | $152,897+448.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.39% | 64.34%-37.9pp | 71.41%-45.0pp | 345.43%-319.0pp |
| Employer contribution / active EE | $2,927 | $5,262-44.4% | $4,736-38.2% | $4,764-38.6% |
| Participant deferral / active EE | $1,440 | $7,111-79.7% | $6,710-78.5% | $5,851-75.4% |
| Admin fee / account holder | $4,135 | $12,125-65.9% | $10,264-59.7% | $11,599-64.4% |