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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 | $367,010 | $99,017+270.7% | $86,587+323.9% | $147,585+148.7% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | 12.45% | 1312.37%-1299.9pp | 964.86%-952.4pp | 578.56%-566.1pp |
| Employer contribution / active EE | $6,441 | $3,132+105.7% | $2,839+126.9% | $4,876+32.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,430 | $5,710-39.9% | $4,906-30.1% | $10,885-68.5% |