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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 | $453,140 | $176,786+156.3% | $146,643+209.0% | $167,536+170.5% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 18.29% | 24.04%-5.7pp | 22.75%-4.5pp | 478.82%-460.5pp |
| Employer contribution / active EE | $12,500 | $5,161+142.2% | $4,137+202.2% | $4,839+158.3% |
| Participant deferral / active EE | $1,919 | $6,440-70.2% | $5,506-65.1% | $6,342-69.7% |
| Admin fee / account holder | $8,422 | $13,262-36.5% | $10,280-18.1% | $12,315-31.6% |