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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 | $334,092 | $162,136+106.1% | $152,301+119.4% | $154,746+115.9% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 15.54% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,863 | $4,890-61.9% | $4,624-59.7% | $4,379-57.5% |
| Participant deferral / active EE | $2,510 | $8,341-69.9% | $8,004-68.6% | $6,730-62.7% |
| Admin fee / account holder | $9,943 | $15,759-36.9% | $14,398-30.9% | $14,365-30.8% |