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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 | $276,218 | $144,130+91.6% | $117,860+134.4% | $147,585+87.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.78% | 531.20%-512.4pp | 335.10%-316.3pp | 578.58%-559.8pp |
| Employer contribution / active EE | $2,688 | $4,897-45.1% | $3,786-29.0% | $4,876-44.9% |
| Participant deferral / active EE | $359 | $5,316-93.2% | $4,482-92.0% | $5,439-93.4% |
| Admin fee / account holder | $5,157 | $10,887-52.6% | $8,021-35.7% | $10,886-52.6% |