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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 | $275,752+1.6% | $256,809+9.1% | $198,609+41.1% |
| Participation rate | 71.4% | 89.2%-17.7pp | 88.5%-17.1pp | 82.4%-10.9pp |
| Annual return | 0.00% | 34.81%-34.8pp | 32.73%-32.7pp | 202.70%-202.7pp |
| Employer contribution / active EE | $2,174 | $7,721-71.8% | $7,263-70.1% | $5,055-57.0% |
| Participant deferral / active EE | $3,122 | $10,037-68.9% | $9,520-67.2% | $6,977-55.3% |
| Admin fee / account holder | $13,019 | $25,716-49.4% | $25,146-48.2% | $19,030-31.6% |