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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 | $326,752 | $126,113+159.1% | $116,096+181.4% | $155,188+110.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 73.3%+1.7pp | 80.8%-5.8pp |
| Annual return | 13.35% | 391.72%-378.4pp | 326.25%-312.9pp | 148.84%-135.5pp |
| Employer contribution / active EE | $1,317 | $2,672-50.7% | $2,503-47.4% | $4,248-69.0% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,851 | $8,045-77.0% | $7,704-76.0% | $14,480-87.2% |