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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 | $310,331 | $183,516+69.1% | $155,534+99.5% | $145,884+112.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.57% | 61.43%-44.9pp | 64.92%-48.3pp | 551.85%-535.3pp |
| Employer contribution / active EE | $2,026 | $5,315-61.9% | $4,675-56.7% | $4,662-56.6% |
| Participant deferral / active EE | $1,333 | $6,467-79.4% | $5,630-76.3% | $6,690-80.1% |
| Admin fee / account holder | $1,785 | $19,293-90.7% | $15,900-88.8% | $13,392-86.7% |