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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 | $359,822 | $183,516+96.1% | $155,534+131.3% | $145,884+146.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 37.92% | 61.43%-23.5pp | 64.92%-27.0pp | 551.85%-513.9pp |
| Employer contribution / active EE | $1,868 | $5,315-64.8% | $4,675-60.0% | $4,662-59.9% |
| Participant deferral / active EE | $613 | $6,467-90.5% | $5,630-89.1% | $6,690-90.8% |
| Admin fee / account holder | $9,063 | $19,293-53.0% | $15,900-43.0% | $13,392-32.3% |