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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 | $148,558+128.2% | $135,925+149.4% | $139,427+143.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.19% | 79.22%-59.0pp | 68.25%-48.1pp | 373.27%-353.1pp |
| Employer contribution / active EE | $6,500 | $5,244+24.0% | $4,857+33.8% | $4,752+36.8% |
| Participant deferral / active EE | $1,232 | $8,101-84.8% | $7,759-84.1% | $6,711-81.6% |
| Admin fee / account holder | $2,299 | $12,401-81.5% | $10,764-78.6% | $11,404-79.8% |