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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 | $280,743 | $148,623+88.9% | $135,974+106.5% | $139,466+101.3% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 19.59% | 79.30%-59.7pp | 68.30%-48.7pp | 373.66%-354.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,732 | $8,103-78.6% | $7,760-77.7% | $6,712-74.2% |
| Admin fee / account holder | $419 | $12,406-96.6% | $10,767-96.1% | $11,409-96.3% |