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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 | $306,644 | $196,972+55.7% | $182,262+68.2% | $198,609+54.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 28.42% | 158.27%-129.9pp | 140.60%-112.2pp | 202.70%-174.3pp |
| Employer contribution / active EE | $2,564 | $5,364-52.2% | $5,046-49.2% | $5,055-49.3% |
| Participant deferral / active EE | $3,132 | $8,643-63.8% | $8,276-62.2% | $6,977-55.1% |
| Admin fee / account holder | $817 | $18,429-95.6% | $16,712-95.1% | $19,030-95.7% |