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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 | $339,230 | $114,119+197.3% | $107,187+216.5% | $138,895+144.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 11.68% | 273.21%-261.5pp | 204.55%-192.9pp | 145.39%-133.7pp |
| Employer contribution / active EE | $21,333 | $4,059+425.6% | $3,782+464.0% | $4,194+408.6% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,241 | $10,024-87.6% | $9,162-86.5% | $12,562-90.1% |