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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 | $384,983 | $185,312+107.7% | $161,489+138.4% | $154,746+148.8% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 25.11% | 103.84%-78.7pp | 89.72%-64.6pp | 172.34%-147.2pp |
| Employer contribution / active EE | $1,999 | $4,769-58.1% | $4,268-53.2% | $4,379-54.4% |
| Participant deferral / active EE | $464 | $6,350-92.7% | $5,630-91.8% | $6,730-93.1% |
| Admin fee / account holder | $14,270 | $18,654-23.5% | $16,006-10.8% | $14,365-0.7% |