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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 | $339,031 | $148,629+128.1% | $135,982+149.3% | $139,487+143.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.19% | 79.33%-59.1pp | 68.32%-48.1pp | 373.84%-353.6pp |
| Employer contribution / active EE | $6,500 | $5,247+23.9% | $4,859+33.8% | $4,755+36.7% |
| Participant deferral / active EE | $1,232 | $8,102-84.8% | $7,760-84.1% | $6,713-81.7% |
| Admin fee / account holder | $2,299 | $12,406-81.5% | $10,767-78.7% | $11,407-79.8% |