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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 | $286,182 | $160,040+78.8% | $147,096+94.6% | $145,877+96.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.76% | 98.49%-86.7pp | 419.75%-408.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,644 | $5,289-68.9% | $4,936-66.7% | $4,663-64.7% |
| Participant deferral / active EE | $1,829 | $8,429-78.3% | $8,071-77.3% | $6,691-72.7% |
| Admin fee / account holder | $9,045 | $15,050-39.9% | $13,005-30.5% | $13,402-32.5% |