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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 | $275,232 | $185,312+48.5% | $161,489+70.4% | $154,746+77.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.92% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,601 | $4,769-66.4% | $4,268-62.5% | $4,379-63.4% |
| Participant deferral / active EE | $1,874 | $6,350-70.5% | $5,630-66.7% | $6,730-72.2% |
| Admin fee / account holder | $10,642 | $18,654-43.0% | $16,006-33.5% | $14,365-25.9% |