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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 | $616,229 | $185,883+231.5% | $170,043+262.4% | $139,466+341.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.37% | 60.54%-45.2pp | 53.40%-38.0pp | 373.66%-358.3pp |
| Employer contribution / active EE | $3,190 | $7,596-58.0% | $6,790-53.0% | $4,754-32.9% |
| Participant deferral / active EE | $1,877 | $11,626-83.9% | $10,410-82.0% | $6,712-72.0% |
| Admin fee / account holder | $5,495 | $15,393-64.3% | $12,824-57.2% | $11,409-51.8% |