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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 | $258,750 | $157,296+64.5% | $141,191+83.3% | $152,897+69.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.64% | 64.34%-42.7pp | 71.41%-49.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $3,025 | $5,262-42.5% | $4,736-36.1% | $4,764-36.5% |
| Participant deferral / active EE | $1,200 | $7,111-83.1% | $6,710-82.1% | $5,851-79.5% |
| Admin fee / account holder | $26,265 | $12,125+116.6% | $10,264+155.9% | $11,599+126.4% |