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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 | $328,563 | $117,904+178.7% | $102,457+220.7% | $145,978+125.1% |
| Participation rate | 91.3% | 78.6%+12.7pp | 76.5%+14.8pp | 80.3%+11.0pp |
| Annual return | 18.59% | 31.80%-13.2pp | 29.41%-10.8pp | 550.52%-531.9pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $983 | $5,733-82.9% | $5,054-80.6% | $6,690-85.3% |
| Admin fee / account holder | $10,071 | $13,329-24.4% | $9,451+6.6% | $13,400-24.8% |