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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 | $378,487 | $102,385+269.7% | $147,080+157.3% | $80,935+367.6% |
| Participation rate | 92.6% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 20.25% | 135.09%-114.8pp | 420.17%-399.9pp | 35.66%-15.4pp |
| Employer contribution / active EE | $8,488 | $3,717+128.4% | $4,933+72.1% | $2,757+207.9% |
| Participant deferral / active EE | $1,843 | $6,651-72.3% | $8,066-77.2% | $4,299-57.1% |
| Admin fee / account holder | $46,182 | $7,951+480.8% | $12,989+255.6% | $6,924+567.0% |