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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 | $662,918 | $175,257+278.3% | $149,717+342.8% | $139,456+375.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.47% | 166.70%-150.2pp | 134.41%-117.9pp | 373.45%-357.0pp |
| Employer contribution / active EE | $1,713 | $5,477-68.7% | $4,820-64.5% | $4,753-64.0% |
| Participant deferral / active EE | $1,215 | $6,521-81.4% | $5,682-78.6% | $6,711-81.9% |
| Admin fee / account holder | $6,322 | $16,156-60.9% | $13,213-52.2% | $11,407-44.6% |