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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 | $280,283 | $223,823+25.2% | $211,142+32.7% | $154,746+81.1% |
| Participation rate | 71.4% | 87.9%-16.4pp | 87.3%-15.9pp | 80.7%-9.3pp |
| Annual return | 0.00% | 50.39%-50.4pp | 46.84%-46.8pp | 172.34%-172.3pp |
| Employer contribution / active EE | $2,174 | $6,787-68.0% | $6,442-66.3% | $4,379-50.4% |
| Participant deferral / active EE | $3,122 | $9,750-68.0% | $9,284-66.4% | $6,730-53.6% |
| Admin fee / account holder | $13,019 | $19,707-33.9% | $19,076-31.8% | $14,365-9.4% |