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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 | $288,129 | $178,174+61.7% | $156,181+84.5% | $137,256+109.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 19.17% | 84.19%-65.0pp | 64.87%-45.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $5,478 | $4,972+10.2% | $4,294+27.6% | $4,156+31.8% |
| Participant deferral / active EE | $667 | $6,888-90.3% | $6,132-89.1% | $6,407-89.6% |
| Admin fee / account holder | $128,532 | $17,404+638.5% | $14,586+781.2% | $12,270+947.5% |