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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 | $265,668 | $198,457+33.9% | $170,435+55.9% | $147,586+80.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.60% | 257.30%-237.7pp | 205.94%-186.3pp | 578.59%-559.0pp |
| Employer contribution / active EE | $3,800 | $6,183-38.5% | $5,432-30.0% | $4,876-22.1% |
| Participant deferral / active EE | $1,853 | $5,629-67.1% | $4,939-62.5% | $5,439-65.9% |
| Admin fee / account holder | $3,726 | $16,852-77.9% | $13,881-73.2% | $10,886-65.8% |