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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 | $278,293 | $183,627+51.6% | $155,602+78.8% | $145,978+90.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 19.40% | 61.32%-41.9pp | 64.81%-45.4pp | 550.52%-531.1pp |
| Employer contribution / active EE | $1,390 | $5,316-73.9% | $4,675-70.3% | $4,662-70.2% |
| Participant deferral / active EE | $1,737 | $6,466-73.1% | $5,629-69.1% | $6,690-74.0% |
| Admin fee / account holder | $4,771 | $19,327-75.3% | $15,923-70.0% | $13,400-64.4% |