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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 | $325,600 | $183,539+77.4% | $155,556+109.3% | $145,897+123.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.40% | 61.31%-38.9pp | 64.84%-42.4pp | 552.29%-529.9pp |
| Employer contribution / active EE | $1,560 | $5,315-70.7% | $4,675-66.6% | $4,663-66.5% |
| Participant deferral / active EE | $1,600 | $6,467-75.3% | $5,631-71.6% | $6,689-76.1% |
| Admin fee / account holder | $2,681 | $19,275-86.1% | $15,885-83.1% | $13,390-80.0% |