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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 | $257,758 | $160,040+61.1% | $147,096+75.2% | $145,877+76.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 16.63% | 98.49%-81.9pp | 419.75%-403.1pp | 551.28%-534.7pp |
| Employer contribution / active EE | $1,513 | $5,289-71.4% | $4,936-69.3% | $4,663-67.5% |
| Participant deferral / active EE | $1,513 | $8,429-82.0% | $8,071-81.3% | $6,691-77.4% |
| Admin fee / account holder | $6,908 | $15,050-54.1% | $13,005-46.9% | $13,402-48.5% |