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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 | $299,597 | $127,387+135.2% | $115,038+160.4% | $125,389+138.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4.65% | 31.28%-26.6pp | 26.14%-21.5pp | 282.24%-277.6pp |
| Employer contribution / active EE | $3,079 | $5,166-40.4% | $4,608-33.2% | $4,866-36.7% |
| Participant deferral / active EE | $1,240 | $6,423-80.7% | $6,026-79.4% | $5,352-76.8% |
| Admin fee / account holder | $6,840 | $9,516-28.1% | $8,175-16.3% | $9,541-28.3% |