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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 | $399,366 | $199,109+100.6% | $173,730+129.9% | $154,746+158.1% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 12.88% | 20.02%-7.1pp | 19.96%-7.1pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,000 | $7,113-85.9% | $6,326-84.2% | $6,730-85.1% |
| Admin fee / account holder | $2,823 | $20,916-86.5% | $17,523-83.9% | $14,365-80.3% |