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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 | $326,765 | $165,381+97.6% | $149,730+118.2% | $158,966+105.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.60% | 348.29%-333.7pp | 276.70%-262.1pp | 302.95%-288.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,080 | $7,182-85.0% | $6,843-84.2% | $5,983-81.9% |
| Admin fee / account holder | $2,560 | $10,809-76.3% | $9,310-72.5% | $11,250-77.2% |