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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 | $400,964 | $159,934+150.7% | $147,005+172.8% | $145,959+174.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.56% | 98.24%-86.7pp | 418.76%-407.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,215 | $5,287-77.0% | $4,934-75.4% | $4,661-73.9% |
| Participant deferral / active EE | $1,438 | $8,427-82.9% | $8,070-82.2% | $6,689-78.5% |
| Admin fee / account holder | $46,271 | $15,053+207.4% | $13,006+255.8% | $13,398+245.4% |