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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 | $448,522 | $185,883+141.3% | $170,043+163.8% | $139,466+221.6% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 20.57% | 60.54%-40.0pp | 53.40%-32.8pp | 373.66%-353.1pp |
| Employer contribution / active EE | $17,715 | $7,596+133.2% | $6,790+160.9% | $4,754+272.6% |
| Participant deferral / active EE | $2,521 | $11,626-78.3% | $10,410-75.8% | $6,712-62.4% |
| Admin fee / account holder | $5,618 | $15,393-63.5% | $12,824-56.2% | $11,409-50.8% |