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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 | $361,137 | $157,276+129.6% | $141,177+155.8% | $152,885+136.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.78% | 64.33%-39.5pp | 71.40%-46.6pp | 345.39%-320.6pp |
| Employer contribution / active EE | $11,834 | $5,262+124.9% | $4,736+149.9% | $4,763+148.4% |
| Participant deferral / active EE | $2,067 | $7,110-70.9% | $6,710-69.2% | $5,851-64.7% |
| Admin fee / account holder | $22,901 | $12,123+88.9% | $10,263+123.1% | $11,598+97.5% |