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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 | $288,045 | $165,361+74.2% | $149,715+92.4% | $158,950+81.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 12.72% | 348.24%-335.5pp | 276.66%-263.9pp | 302.91%-290.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,030 | $7,182-71.7% | $6,842-70.3% | $5,983-66.1% |
| Admin fee / account holder | $920 | $10,808-91.5% | $9,310-90.1% | $11,248-91.8% |