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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 | $1,343,316 | $185,905+622.6% | $170,057+689.9% | $139,487+863.0% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 16.46% | 60.56%-44.1pp | 53.42%-37.0pp | 373.84%-357.4pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,178 | $11,627-89.9% | $10,411-88.7% | $6,713-82.5% |
| Admin fee / account holder | $75,750 | $15,397+392.0% | $12,826+490.6% | $11,407+564.0% |