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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 | $270,645 | $183,539+47.5% | $155,556+74.0% | $145,897+85.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.69% | 61.31%-44.6pp | 64.84%-48.1pp | 552.29%-535.6pp |
| Employer contribution / active EE | $1,931 | $5,315-63.7% | $4,675-58.7% | $4,663-58.6% |
| Participant deferral / active EE | $1,660 | $6,467-74.3% | $5,631-70.5% | $6,689-75.2% |
| Admin fee / account holder | $7,104 | $19,275-63.1% | $15,885-55.3% | $13,390-47.0% |