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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 | $273,151 | $196,972+38.7% | $182,262+49.9% | $198,609+37.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.41% | 158.27%-146.9pp | 140.60%-129.2pp | 202.70%-191.3pp |
| Employer contribution / active EE | $3,762 | $5,364-29.9% | $5,046-25.4% | $5,055-25.6% |
| Participant deferral / active EE | $3,082 | $8,643-64.3% | $8,276-62.8% | $6,977-55.8% |
| Admin fee / account holder | $180,914 | $18,429+881.7% | $16,712+982.5% | $19,030+850.7% |