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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 | $430,797 | $217,432+98.1% | $185,849+131.8% | $167,536+157.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.50% | 148.42%-135.9pp | 122.10%-109.6pp | 478.82%-466.3pp |
| Employer contribution / active EE | $2,376 | $5,875-59.6% | $5,169-54.0% | $4,839-50.9% |
| Participant deferral / active EE | $1,681 | $6,357-73.6% | $5,569-69.8% | $6,342-73.5% |
| Admin fee / account holder | $2,633 | $19,818-86.7% | $16,244-83.8% | $12,315-78.6% |