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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 | $434,078 | $141,001+207.9% | $112,228+286.8% | $139,487+211.2% |
| Participation rate | 91.7% | 79.2%+12.5pp | 72.4%+19.2pp | 80.3%+11.3pp |
| Annual return | 31.51% | 32.75%-1.2pp | 30.23%+1.3pp | 373.84%-342.3pp |
| Employer contribution / active EE | $6,250 | $4,285+45.9% | $3,432+82.1% | $4,755+31.4% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,587 | $9,959-84.1% | $7,752-79.5% | $11,407-86.1% |