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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 | $491,981 | $114,119+331.1% | $107,187+359.0% | $138,895+254.2% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 13.14% | 273.21%-260.1pp | 204.55%-191.4pp | 145.39%-132.3pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,478 | $5,538-73.3% | $5,096-71.0% | $6,396-76.9% |
| Admin fee / account holder | $10,024 | $10,0240% | $9,162+9.4% | $12,562-20.2% |